LPL Financial
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LPL Financial’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

LPL Financial’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 		$650K Sell
12,329
-103
-0.8% -$4.59K ﹤0.01% 4789
2026
Q1 		$517K Buy
12,432
+117
+1% +$4.79K ﹤0.01% 4724
2025
Q4 		$475K Sell
12,315
-145
-1% -$4.92K ﹤0.01% 4760
2025
Q3 		$340K Sell
12,460
-36
-0.3% -$821 ﹤0.01% 4953
2025
Q2 		$241K Buy
12,496
+582
+5% +$10.6K ﹤0.01% 4947
2025
Q1 		$209K Sell
11,914
-1,125
-9% -$24.1K ﹤0.01% 4845
2024
Q4 		$312K Buy
13,039
+226
+2% +$6.24K ﹤0.01% 4493
2024
Q3 		$358K Buy
12,813
+97
+0.8% +$2.67K ﹤0.01% 4285
2024
Q2 		$321K Sell
12,716
-1,688
-12% -$45K ﹤0.01% 4214
2024
Q1 		$420K Sell
14,404
-201
-1% -$5.51K ﹤0.01% 3918
2023
Q4 		$357K Sell
14,605
-1,906
-12% -$37.6K ﹤0.01% 3949
2023
Q3 		$324K Sell
16,511
-658
-4% -$14.6K ﹤0.01% 3848
2023
Q2 		$411K Sell
17,169
-1,622
-9% -$39.1K ﹤0.01% 3598
2023
Q1 		$412K Sell
18,791
-1,533
-8% -$38.6K ﹤0.01% 3491
2022
Q4 		$508K Sell
20,324
-433
-2% -$10.8K ﹤0.01% 3232
2022
Q3 		$510K Sell
20,757
-1,524
-7% -$38.9K ﹤0.01% 3137
2022
Q2 		$481K Sell
22,281
-15,640
-41% -$344K ﹤0.01% 3237
2022
Q1 		$1.06M Sell
37,921
-8,099
-18% -$240K ﹤0.01% 2568
2021
Q4 		$1.77M Buy
46,020
+1,754
+4% +$74.8K ﹤0.01% 2183
2021
Q3 		$2.02M Buy
44,266
+4,382
+11% +$205K ﹤0.01% 2032
2021
Q2 		$1.99M Buy
39,884
+533
+1% +$26.1K ﹤0.01% 1986
2021
Q1 		$2.02M Buy
39,351
+768
+2% +$42K ﹤0.01% 1829
2020
Q4 		$1.91M Buy
38,583
+2,500
+7% +$112K ﹤0.01% 1699
2020
Q3 		$1.41M Sell
36,083
-6,188
-15% -$252K ﹤0.01% 1676
2020
Q2 		$1.83M Buy
42,271
+13,009
+44% +$498K ﹤0.01% 1395
2020
Q1 		$857K Buy
29,262
+7,126
+32% +$246K ﹤0.01% 1725
2019
Q4 		$842K Sell
22,136
-5,184
-19% -$154K ﹤0.01% 1965
2019
Q3 		$651K Sell
27,320
-17,269
-39% -$470K ﹤0.01% 2059
2019
Q2 		$1.28M Buy
44,589
+12,605
+39% +$352K ﹤0.01% 1553
2019
Q1 		$911K Buy
31,984
+1,506
+5% +$39.5K ﹤0.01% 1713
2018
Q4 		$708K Sell
30,478
-8,904
-23% -$243K ﹤0.01% 1767
2018
Q3 		$1.36M Sell
39,382
-2,200
-5% -$74.2K ﹤0.01% 1446
2018
Q2 		$1.36M Buy
41,582
+2,024
+5% +$66.5K ﹤0.01% 1410
2018
Q1 		$1.3M Buy
39,558
+7,067
+22% +$231K ﹤0.01% 1409
2017
Q4 		$924K Sell
32,491
-496
-2% -$13.9K ﹤0.01% 1573
2017
Q3 		$962K Buy
32,987
+17,733
+116% +$459K ﹤0.01% 1462
2017
Q2 		$366K Sell
15,254
-14,677
-49% -$329K ﹤0.01% 2131
2017
Q1 		$690K Buy
29,931
+12,412
+71% +$264K ﹤0.01% 1529
2016
Q4 		$325K Sell
17,519
-1,429
-8% -$28.5K ﹤0.01% 2100
2016
Q3 		$425K Sell
18,948
-4,770
-20% -$97.7K ﹤0.01% 1849
2016
Q2 		$446K Sell
23,718
-23,454
-50% -$460K ﹤0.01% 1774
2016
Q1 		$940K Buy
47,172
+19,252
+69% +$373K ﹤0.01% 1717
2015
Q4 		$769K Buy
27,920
+14,112
+102% +$408K ﹤0.01% 1891
2015
Q3 		$389K Sell
13,808
-10,783
-44% -$365K ﹤0.01% 2002
2015
Q2 		$897K Buy
24,591
+5,571
+29% +$192K ﹤0.01% 1459
2015
Q1 		$624K Buy
+19,020
New +$581K ﹤0.01% 1696

Other funds holding BBC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
DWS
Dynamic Wealth Strategies Granite Bay, California $188M AUM 18.55% 1-Year Est. Return

LPL Financial's BBC Position: Q2 2026 in Review

LPL Financial reduced its Virtus Biotech Clinical Trials ETF (BBC) stake by 0.83% in Q2 2026, selling an estimated $4.59K and leaving 12,329 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #4789.

LPL Financial first reported a position in BBC in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.02M in Q3 2021. 6 funds tracked by Wall St. Rank hold BBC as of Q2 2026.

  • LPL Financial held 12,329 shares of Virtus Biotech Clinical Trials ETF worth $650K as of Q2 2026.
  • LPL Financial sold 103 Virtus Biotech Clinical Trials ETF shares in Q2 2026, an estimated $4.59K.
  • Virtus Biotech Clinical Trials ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4789 holding.
  • LPL Financial first reported a position in Virtus Biotech Clinical Trials ETF in Q1 2015 and has held it in 46 quarters since.
  • LPL Financial's Virtus Biotech Clinical Trials ETF position peaked at $2.02M in Q3 2021.
  • 6 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.