PAW
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Plan A Wealth’s VanEck Biotech ETF BBH Stock Holding History

Plan A Wealth’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
1,360
-61
-4% -$11.5K 0.12% 132
2026
Q1 		$267K Sell
1,421
-899
-39% -$173K 0.13% 130
2025
Q4 		$439K Sell
2,320
-767
-25% -$142K 0.21% 83
2025
Q3 		$511K Sell
3,087
-3,962
-56% -$646K 0.26% 68
2025
Q2 		$1.08M Sell
7,049
-5,046
-42% -$752K 0.61% 24
2025
Q1 		$1.9M Sell
12,095
-3,005
-20% -$488K 1.48% 17
2024
Q4 		$2.37M Buy
+15,100
New +$2.54M 2.17% 13

Other funds holding BBH

HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
VIP
Value Investment Professionals New York $119M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Plan A Wealth's BBH Position: Q2 2026 in Review

Plan A Wealth reduced its VanEck Biotech ETF (BBH) stake by 4.3% in Q2 2026, selling an estimated $11.5K and leaving 1,360 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #132.

Plan A Wealth first reported a position in BBH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q4 2024. 7 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

  • Plan A Wealth held 1,360 shares of VanEck Biotech ETF worth $276K as of Q2 2026.
  • Plan A Wealth sold 61 VanEck Biotech ETF shares in Q2 2026, an estimated $11.5K.
  • VanEck Biotech ETF made up 0.12% of Plan A Wealth's portfolio in Q2 2026, its #132 holding.
  • Plan A Wealth first reported a position in VanEck Biotech ETF in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's VanEck Biotech ETF position peaked at $2.37M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.