SOA Wealth Advisors’s Virtus Biotech ETF BBP Stock Holding History

SOA Wealth Advisors’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
2021 Q4	–	Sell	-140	Closed	-$7K	–	874
2021 Q3	$7K	Hold	140	–	–	﹤0.01%	632
2021 Q2	$7K	Hold	140	–	–	﹤0.01%	622
2021 Q1	$7K	Hold	140	–	–	﹤0.01%	568
2020 Q4	$8K	Buy	+140	New	+$7.18K	﹤0.01%	543

Other funds holding BBP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SOA Wealth Advisors's BBP Position: Q4 2021 in Review

SOA Wealth Advisors sold out of Virtus Biotech ETF (BBP) in Q4 2021, closing a stake of 140 shares — an estimated $7K sold.

SOA Wealth Advisors first reported a position in BBP in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2020. 12 funds tracked by Wall St. Rank hold BBP as of Q4 2021.

SOA Wealth Advisors reported no remaining Virtus Biotech ETF position as of Q4 2021 after selling out during the quarter.
SOA Wealth Advisors sold 140 Virtus Biotech ETF shares in Q4 2021, an estimated $7K.
SOA Wealth Advisors first reported a position in Virtus Biotech ETF in Q4 2020 and held it in 4 quarters.
SOA Wealth Advisors's Virtus Biotech ETF position peaked at $8K in Q4 2020.
12 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.