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Harbor Investment Advisory’s Virtus Biotech ETF BBP Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-275
Closed -$22K – 1241
2025
Q4 		$22K Buy
+275
New +$20.9K ﹤0.01% 806

Other funds holding BBP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Harbor Investment Advisory's BBP Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Virtus Biotech ETF (BBP) in Q1 2026, closing a stake of 275 shares — an estimated $22K sold.

Harbor Investment Advisory first reported a position in BBP in Q4 2025 and held it in 1 quarter. The position peaked at $22K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBP as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Virtus Biotech ETF position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 275 Virtus Biotech ETF shares in Q1 2026, an estimated $22K.
  • Harbor Investment Advisory first reported a position in Virtus Biotech ETF in Q4 2025 and held it in 1 quarter.
  • Harbor Investment Advisory's Virtus Biotech ETF position peaked at $22K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.