Action Point Financial Planning’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Action Point Financial Planning’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	$268	Buy	+4	New	+$219	﹤0.01%	2688

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

Action Point Financial Planning's SBIO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 4 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #2688 among its holdings.

64 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Action Point Financial Planning held 4 shares of ALPS Medical Breakthroughs ETF worth $268 as of Q2 2026.
ALPS Medical Breakthroughs ETF was a new Action Point Financial Planning position in Q2 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2688 holding.
64 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.