Sound Income Strategies’s Virtus Biotech ETF BBP Stock Holding History

Sound Income Strategies’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
2026 Q2	–	Sell	-67	Closed	-$5.61K	–	660
2026 Q1	$5.61K	Hold	67	–	–	﹤0.01%	1776
2025 Q4	$5.39K	Buy	+67	New	+$5.09K	﹤0.01%	1768

Other funds holding BBP

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Envestnet Asset Management

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Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sound Income Strategies's BBP Position: Q2 2026 in Review

Sound Income Strategies sold out of Virtus Biotech ETF (BBP) in Q2 2026, closing a stake of 67 shares — an estimated $5.61K sold.

Sound Income Strategies first reported a position in BBP in Q4 2025 and held it in 2 quarters. The position peaked at $5.61K in Q1 2026. 10 funds tracked by Wall St. Rank hold BBP as of Q2 2026.

Sound Income Strategies reported no remaining Virtus Biotech ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 67 Virtus Biotech ETF shares in Q2 2026, an estimated $5.61K.
Sound Income Strategies first reported a position in Virtus Biotech ETF in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Virtus Biotech ETF position peaked at $5.61K in Q1 2026.
10 funds tracked by Wall St. Rank held Virtus Biotech ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.