Albion Financial Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Albion Financial 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
2025 Q3	–	Sell	-12	Closed	-$361	–	661
2025 Q2	$361	Hold	12	–	–	﹤0.01%	555
2025 Q1	$343	Hold	12	–	–	﹤0.01%	569
2024 Q4	$397	Hold	12	–	–	﹤0.01%	644
2024 Q3	$448	Hold	12	–	–	﹤0.01%	477
2024 Q2	$403	Hold	12	–	–	﹤0.01%	483
2024 Q1	$429	Hold	12	–	–	﹤0.01%	468
2023 Q4	$396	Hold	12	–	–	﹤0.01%	451
2023 Q3	$327	Hold	12	–	–	﹤0.01%	452
2023 Q2	$379	Hold	12	–	–	﹤0.01%	442
2023 Q1	$327	Hold	12	–	–	﹤0.01%	425
2022 Q4	$365	Hold	12	–	–	﹤0.01%	459
2022 Q3	$0	Hold	12	–	–	﹤0.01%	551
2022 Q2	$0	Hold	12	–	–	﹤0.01%	612
2022 Q1	$0	Hold	12	–	–	﹤0.01%	658
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	598
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	506
2021 Q2	$1K	Buy	+12	New	+$575	﹤0.01%	502
2020 Q4	$1K	Buy	+12	New	+$571	﹤0.01%	472

Other funds holding SBIO

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

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

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Albion Financial Group's SBIO Position: Q3 2025 in Review

Albion Financial Group sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2025, closing a stake of 12 shares — an estimated $361 sold.

Albion Financial Group first reported a position in SBIO in Q4 2020 and held it in 18 quarters. The position peaked at $1K in Q4 2021. 39 funds tracked by Wall St. Rank hold SBIO as of Q3 2025.

Albion Financial Group reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2025 after selling out during the quarter.
Albion Financial Group sold 12 ALPS Medical Breakthroughs ETF shares in Q3 2025, an estimated $361.
Albion Financial Group first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 18 quarters.
Albion Financial Group's ALPS Medical Breakthroughs ETF position peaked at $1K in Q4 2021.
39 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.