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Institute for Wealth Management’s Virtus Biotech ETF BBP Stock Holding History

Institute for Wealth 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 		$34.3K Buy
+356
New +$31K ﹤0.01% 983

Other funds holding BBP

Wealth Enhancement Advisory Services
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
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

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

Institute for Wealth Management opened a new position in Virtus Biotech ETF (BBP) in Q2 2026: 356 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

8 funds tracked by Wall St. Rank hold BBP as of Q2 2026.

  • Institute for Wealth Management held 356 shares of Virtus Biotech ETF worth $34.3K as of Q2 2026.
  • Virtus Biotech ETF was a new Institute for Wealth Management position in Q2 2026.
  • Virtus Biotech ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #983 holding.
  • 8 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q2 2026.

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