IFP Advisors’s Virtus Biotech ETF BBP Stock Holding History

IFP Advisors’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
2021 Q3	–	Sell	-71	Closed	-$4K	–	3372
2021 Q2	$4K	Buy	+71	New	+$3.75K	﹤0.01%	2530
2019 Q1	–	Sell	-1,533	Closed	-$52K	–	2441
2018 Q4	$52K	Hold	1,533	–	–	﹤0.01%	1589
2018 Q3	$70K	Hold	1,533	–	–	﹤0.01%	1690
2018 Q2	$67K	Hold	1,533	–	–	﹤0.01%	1734
2018 Q1	$62K	Hold	1,533	–	–	﹤0.01%	1682
2017 Q4	$62K	Buy	1,533 +150	+11%	+$5.99K	﹤0.01%	1699
2017 Q3	$57K	Hold	1,383	–	–	﹤0.01%	1912
2017 Q2	$55K	Buy	1,383 +883	+177%	+$33K	﹤0.01%	1898
2017 Q1	$19K	Buy	500 +200	+67%	+$7.32K	﹤0.01%	2533
2016 Q4	$10K	Buy	+300	New	+$9.82K	﹤0.01%	2883

Other funds holding BBP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's BBP Position: Q3 2021 in Review

IFP Advisors sold out of Virtus Biotech ETF (BBP) in Q3 2021, closing a stake of 71 shares — an estimated $4K sold.

IFP Advisors first reported a position in BBP in Q4 2016 and held it in 10 quarters. The position peaked at $70K in Q3 2018. 13 funds tracked by Wall St. Rank hold BBP as of Q3 2021.

IFP Advisors reported no remaining Virtus Biotech ETF position as of Q3 2021 after selling out during the quarter.
IFP Advisors sold 71 Virtus Biotech ETF shares in Q3 2021, an estimated $4K.
IFP Advisors first reported a position in Virtus Biotech ETF in Q4 2016 and held it in 10 quarters.
IFP Advisors's Virtus Biotech ETF position peaked at $70K in Q3 2018.
13 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q3 2021.

Based on IFP Advisors's 13F filing for Q3 2021, filed 6 Oct 2021.