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Advisor Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Advisor Group’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
2019
Q4 		$1.17M Buy
27,719
+4,065
+17% +$151K 0.01% 1098
2019
Q3 		$746K Buy
23,654
+5,111
+28% +$180K 0.01% 1336
2019
Q2 		$670K Buy
18,543
+8,677
+88% +$299K 0.01% 1410
2019
Q1 		$357K Sell
9,866
-2,050
-17% -$68.5K ﹤0.01% 1837
2018
Q4 		$336K Sell
11,916
-399
-3% -$13.2K ﹤0.01% 1691
2018
Q3 		$485K Buy
12,315
+1,085
+10% +$41.2K ﹤0.01% 1494
2018
Q2 		$419K Buy
11,230
+5,745
+105% +$208K 0.01% 1446
2018
Q1 		$188K Buy
5,485
+1,700
+45% +$59.6K ﹤0.01% 2031
2017
Q4 		$124K Buy
3,785
+1,242
+49% +$38.9K ﹤0.01% 2406
2017
Q3 		$79K Sell
2,543
-988
-28% -$29K ﹤0.01% 2602
2017
Q2 		$98K Sell
3,531
-5,451
-61% -$142K ﹤0.01% 2325
2017
Q1 		$231K Buy
8,982
+3,106
+53% +$77.3K ﹤0.01% 1545
2016
Q4 		$134K Buy
5,876
+1,192
+25% +$28.5K ﹤0.01% 1867
2016
Q3 		$122K Buy
4,684
+296
+7% +$7.39K ﹤0.01% 1868
2016
Q2 		$98K Buy
+4,388
New +$104K ﹤0.01% 1944

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's SBIO Position: Q4 2019 in Review

Advisor Group increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 17% in Q4 2019, buying an estimated $151K and bringing the position to 27,719 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1098.

Advisor Group first reported a position in SBIO in Q2 2016 and has held it in 15 quarters since. 51 funds tracked by Wall St. Rank hold SBIO as of Q4 2019.

  • Advisor Group held 27,719 shares of ALPS Medical Breakthroughs ETF worth $1.17M as of Q4 2019.
  • Advisor Group bought 4,065 ALPS Medical Breakthroughs ETF shares in Q4 2019, an estimated $151K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1098 holding.
  • Advisor Group first reported a position in ALPS Medical Breakthroughs ETF in Q2 2016 and has held it in 15 quarters since.
  • 51 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.