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 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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

GAM

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Advisory Services Network's SBIO Position: Q1 2026 in Review

Advisory Services Network opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q1 2026: 180 shares worth $9.42K. The stake represents ﹤0.01% of the portfolio and ranks #3593 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SBIO as recently as Q3 2025.

Advisory Services Network first reported a position in SBIO in Q3 2017 and has held it in 18 quarters since. The position peaked at $3.14M in Q4 2019. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

Advisory Services Network held 180 shares of ALPS Medical Breakthroughs ETF worth $9.42K as of Q1 2026.
ALPS Medical Breakthroughs ETF was a new Advisory Services Network position in Q1 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3593 holding.
Advisory Services Network first reported a position in ALPS Medical Breakthroughs ETF in Q3 2017 and has held it in 18 quarters since.
Advisory Services Network's ALPS Medical Breakthroughs ETF position peaked at $3.14M in Q4 2019.
59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.