CARLSON FINANCIAL, INC.’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio SBIO Stock Details SBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$482K	Sell	7,448 -3	-0%	-$164	0.25%	89
2026 Q1	$390K	Hold	7,451	–	–	0.23%	104
2025 Q4	$382K	Buy	+7,451	New	+$345K	0.22%	104

Other funds holding SBIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 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

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s SBIO Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 0.04% in Q2 2026, selling an estimated $164 and leaving 7,448 shares worth $482K. The position accounts for 0.25% of the portfolio, ranked #89.

CARLSON FINANCIAL, INC. first reported a position in SBIO in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

CARLSON FINANCIAL, INC. held 7,448 shares of ALPS Medical Breakthroughs ETF worth $482K as of Q2 2026.
CARLSON FINANCIAL, INC. sold 3 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $164.
ALPS Medical Breakthroughs ETF made up 0.25% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #89 holding.
CARLSON FINANCIAL, INC. first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and has held it in 3 quarters since.
65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.