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Independent Financial Group’s Virtus Biotech ETF BBP Stock Holding History

Independent Financial Group’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 		$720K Buy
7,476
+128
+2% +$11.1K 0.01% 824
2026
Q1 		$610K Buy
7,348
+185
+3% +$15.2K 0.01% 828
2025
Q4 		$572K Buy
7,163
+35
+0.5% +$2.66K 0.01% 841
2025
Q3 		$499K Buy
7,128
+20
+0.3% +$1.31K 0.01% 858
2025
Q2 		$414K Buy
7,108
+335
+5% +$18.9K 0.01% 864
2025
Q1 		$397K Buy
6,773
+150
+2% +$9.2K 0.01% 805
2024
Q4 		$398K Buy
6,623
+1,040
+19% +$65.8K 0.01% 788
2024
Q3 		$351K Buy
5,583
+58
+1% +$3.61K 0.01% 811
2024
Q2 		$325K Buy
5,525
+1,165
+27% +$64.9K 0.01% 790
2024
Q1 		$247K Buy
+4,360
New +$254K 0.01% 873

Other funds holding BBP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's BBP Position: Q2 2026 in Review

Independent Financial Group increased its Virtus Biotech ETF (BBP) stake by 1.7% in Q2 2026, buying an estimated $11.1K and bringing the position to 7,476 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #824.

Independent Financial Group first reported a position in BBP in Q1 2024 and has held it in 10 quarters since. 26 funds tracked by Wall St. Rank hold BBP as of Q2 2026.

  • Independent Financial Group held 7,476 shares of Virtus Biotech ETF worth $720K as of Q2 2026.
  • Independent Financial Group bought 128 Virtus Biotech ETF shares in Q2 2026, an estimated $11.1K.
  • Virtus Biotech ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #824 holding.
  • Independent Financial Group first reported a position in Virtus Biotech ETF in Q1 2024 and has held it in 10 quarters since.
  • 26 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.