Dynamic Wealth Strategies’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Dynamic Wealth Strategies’s Portfolio BBC Stock Details BBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.8K	Hold	927	–	–	0.03%	159
2026 Q1	$38.6K	Hold	927	–	–	0.02%	166
2025 Q4	$35.7K	Buy	927 +125	+16%	+$4.25K	0.02%	155
2025 Q3	$21.9K	Hold	802	–	–	0.01%	172
2025 Q2	$15.5K	Hold	802	–	–	0.01%	178
2025 Q1	$14.1K	Buy	+802	New	+$17.2K	0.01%	184
2024 Q4	–	Sell	-802	Closed	-$22K	–	82
2024 Q3	$22K	Hold	802	–	–	0.02%	171
2024 Q2	$20K	Hold	802	–	–	0.02%	160
2024 Q1	$23K	Hold	802	–	–	0.02%	157
2023 Q4	$19.6K	Buy	+802	New	+$15.8K	0.02%	168

Other funds holding BBC

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCM

Militia Capital Management Austin, Texas $3.37B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dynamic Wealth Strategies's BBC Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Virtus Biotech Clinical Trials ETF (BBC) position steady in Q2 2026 at 927 shares worth $48.8K. The position accounts for 0.03% of the portfolio, ranked #159.

Dynamic Wealth Strategies first reported a position in BBC in Q4 2023 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold BBC as of Q2 2026.

Dynamic Wealth Strategies held 927 shares of Virtus Biotech Clinical Trials ETF worth $48.8K as of Q2 2026.
Dynamic Wealth Strategies left its Virtus Biotech Clinical Trials ETF share count unchanged in Q2 2026.
Virtus Biotech Clinical Trials ETF made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #159 holding.
Dynamic Wealth Strategies first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2023 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.