New England Capital Financial Advisors’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

New England Capital Financial Advisors’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	–	Sell	-158	Closed	-$6.56K	–	433
2026 Q1	$6.56K	Hold	158	–	–	﹤0.01%	293
2025 Q4	$6.08K	Buy	+158	New	+$5.37K	﹤0.01%	301

Other funds holding BBC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

New England Capital Financial Advisors's BBC Position: Q2 2026 in Review

New England Capital Financial Advisors sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q2 2026, closing a stake of 158 shares — an estimated $6.56K sold.

New England Capital Financial Advisors first reported a position in BBC in Q4 2025 and held it in 2 quarters. The position peaked at $6.56K in Q1 2026. 3 funds tracked by Wall St. Rank hold BBC as of Q2 2026.

New England Capital Financial Advisors reported no remaining Virtus Biotech Clinical Trials ETF position as of Q2 2026 after selling out during the quarter.
New England Capital Financial Advisors sold 158 Virtus Biotech Clinical Trials ETF shares in Q2 2026, an estimated $6.56K.
New England Capital Financial Advisors first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2025 and held it in 2 quarters.
New England Capital Financial Advisors's Virtus Biotech Clinical Trials ETF position peaked at $6.56K in Q1 2026.
3 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.