Operose Advisors’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Operose 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	$120K	Buy	+2,274	New	+$101K	0.02%	219

Other funds holding BBC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCM

Militia Capital Management Austin, Texas $3.37B AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Operose Advisors's BBC Position: Q2 2026 in Review

Operose Advisors opened a new position in Virtus Biotech Clinical Trials ETF (BBC) in Q2 2026: 2,274 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings.

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

Operose Advisors held 2,274 shares of Virtus Biotech Clinical Trials ETF worth $120K as of Q2 2026.
Virtus Biotech Clinical Trials ETF was a new Operose Advisors position in Q2 2026.
Virtus Biotech Clinical Trials ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #219 holding.
14 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.