Advisory Services Network’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Advisory Services Network’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	–	Sell	-180	Closed	-$9.42K	–	4177
2026 Q1	$9.42K	Buy	+180	New	+$9.16K	﹤0.01%	3593
2025 Q4	–	Sell	-180	Closed	-$7K	–	3808
2025 Q3	$7K	Buy	+180	New	+$6.19K	﹤0.01%	3412
2023 Q2	–	Sell	-150	Closed	-$4.08K	–	3257
2023 Q1	$4.08K	Hold	150	–	–	﹤0.01%	3216
2022 Q4	$4.56K	Buy	+150	New	+$4.51K	﹤0.01%	3159
2021 Q3	–	Sell	-850	Closed	-$42K	–	2896
2021 Q2	$42K	Buy	+850	New	+$40.7K	﹤0.01%	2099
2021 Q1	–	Sell	-150	Closed	-$8K	–	2656
2020 Q4	$8K	Hold	150	–	–	﹤0.01%	2555
2020 Q3	$6K	Buy	+150	New	+$6.19K	﹤0.01%	2711
2020 Q2	–	Sell	-62,396	Closed	-$1.98M	–	2435
2020 Q1	$1.98M	Sell	62,396 -11,853	-16%	-$453K	0.13%	197
2019 Q4	$3.14M	Sell	74,249 -4,284	-5%	-$159K	0.17%	153
2019 Q3	$2.84M	Hold	78,533	–	–	0.17%	147
2019 Q2	$2.84M	Buy	78,533 +13,622	+21%	+$470K	0.17%	147
2019 Q1	$2.35M	Buy	64,911 +19,574	+43%	+$654K	0.16%	160
2018 Q4	$1.28M	Buy	45,337 +45,226	+40,744%	+$1.5M	0.11%	242
2018 Q3	$4K	Hold	111	–	–	﹤0.01%	2160
2018 Q2	$4K	Hold	111	–	–	﹤0.01%	2119
2018 Q1	$4K	Hold	111	–	–	﹤0.01%	2223
2017 Q4	$4K	Buy	111 +2	+2%	+$63	﹤0.01%	2211
2017 Q3	$3K	Buy	+109	New	+$3.2K	﹤0.01%	2076

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

Advisory Services Network's SBIO Position: Q2 2026 in Review

Advisory Services Network sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026, closing a stake of 180 shares — an estimated $9.42K sold.

Advisory Services Network first reported a position in SBIO in Q3 2017 and held it in 18 quarters. The position peaked at $3.14M in Q4 2019. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Advisory Services Network reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 180 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $9.42K.
Advisory Services Network first reported a position in ALPS Medical Breakthroughs ETF in Q3 2017 and held it in 18 quarters.
Advisory Services Network's ALPS Medical Breakthroughs ETF position peaked at $3.14M in Q4 2019.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.