Fulcrum Equity Management’s Virtus Biotech ETF BBP Stock Holding History

Fulcrum Equity Management’s Portfolio BBP Stock Details BBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,889	Closed	-$240K	–	146
2026 Q1	$240K	Sell	2,889 -1,263	-30%	-$104K	0.23%	110
2025 Q4	$332K	Buy	+4,152	New	+$315K	0.32%	77
2023 Q3	–	Sell	-26,466	Closed	-$1.39M	–	96
2023 Q2	$1.39M	Buy	+26,466	New	+$1.39M	1.62%	17

Other funds holding BBP

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fulcrum Equity Management's BBP Position: Q2 2026 in Review

Fulcrum Equity Management sold out of Virtus Biotech ETF (BBP) in Q2 2026, closing a stake of 2,889 shares — an estimated $240K sold.

Fulcrum Equity Management first reported a position in BBP in Q2 2023 and held it in 3 quarters. The position peaked at $1.39M in Q2 2023. 5 funds tracked by Wall St. Rank hold BBP as of Q2 2026.

Fulcrum Equity Management reported no remaining Virtus Biotech ETF position as of Q2 2026 after selling out during the quarter.
Fulcrum Equity Management sold 2,889 Virtus Biotech ETF shares in Q2 2026, an estimated $240K.
Fulcrum Equity Management first reported a position in Virtus Biotech ETF in Q2 2023 and held it in 3 quarters.
Fulcrum Equity Management's Virtus Biotech ETF position peaked at $1.39M in Q2 2023.
5 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.