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Institute for Wealth Management’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Institute for Wealth Management’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 		$99.6K Buy
+1,890
New +$84.3K 0.01% 683

Other funds holding BBC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return

Institute for Wealth Management's BBC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Virtus Biotech Clinical Trials ETF (BBC) in Q2 2026: 1,890 shares worth $99.6K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings.

6 funds tracked by Wall St. Rank hold BBC as of Q2 2026.

  • Institute for Wealth Management held 1,890 shares of Virtus Biotech Clinical Trials ETF worth $99.6K as of Q2 2026.
  • Virtus Biotech Clinical Trials ETF was a new Institute for Wealth Management position in Q2 2026.
  • Virtus Biotech Clinical Trials ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #683 holding.
  • 6 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.