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AE Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

AE Wealth Management’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 		$970 Buy
+15
New +$822 ﹤0.01% 2587
2026
Q1 		– Sell
-280
Closed -$14.3K – 2688
2025
Q4 		$14.3K Buy
+280
New +$12.9K ﹤0.01% 2089

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AE Wealth Management's SBIO Position: Q2 2026 in Review

AE Wealth Management opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 15 shares worth $970. The stake represents ﹤0.01% of the portfolio and ranks #2587 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SBIO as recently as Q4 2025.

AE Wealth Management first reported a position in SBIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.3K in Q4 2025. 65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

  • AE Wealth Management held 15 shares of ALPS Medical Breakthroughs ETF worth $970 as of Q2 2026.
  • ALPS Medical Breakthroughs ETF was a new AE Wealth Management position in Q2 2026.
  • ALPS Medical Breakthroughs ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2587 holding.
  • AE Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $14.3K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.