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American Portfolios Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$156K Buy
5,170
+4,828
+1,412% +$153K 0.01% 1128
2022
Q2 		$9.47K Hold
342
– – ﹤0.01% 2593
2022
Q1 		$11.5K Hold
342
– – ﹤0.01% 2628
2021
Q4 		$14.4K Hold
342
– – ﹤0.01% 2470
2021
Q3 		$15.6K Hold
342
– – ﹤0.01% 2384
2021
Q2 		$16.7K Sell
342
-125
-27% -$5.99K ﹤0.01% 2289
2021
Q1 		$23.5K Hold
467
– – ﹤0.01% 1986
2020
Q4 		$23.9K Sell
467
-25
-5% -$1.19K ﹤0.01% 1735
2020
Q3 		$20.2K Hold
492
– – ﹤0.01% 1696
2020
Q2 		$20.6K Buy
492
+60
+14% +$2.37K ﹤0.01% 1628
2020
Q1 		$13.7K Sell
432
-598
-58% -$22.9K ﹤0.01% 1680
2019
Q4 		$43.6K Buy
1,030
+150
+17% +$5.57K ﹤0.01% 1399
2019
Q3 		$27.8K Sell
880
-1,312
-60% -$46.1K ﹤0.01% 1528
2019
Q2 		$79.2K Hold
2,192
– – 0.01% 1089
2019
Q1 		$79.3K Buy
2,192
+1,381
+170% +$46.1K 0.01% 981
2018
Q4 		$22.8K Sell
811
-3,911
-83% -$130K ﹤0.01% 1322
2018
Q3 		$186K Sell
4,722
-498
-10% -$18.9K 0.02% 610
2018
Q2 		$195K Sell
5,220
-48
-0.9% -$1.74K 0.03% 562
2018
Q1 		$180K Buy
5,268
+1,023
+24% +$35.9K 0.03% 557
2017
Q4 		$139K Buy
+4,245
New +$133K 0.02% 629

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's SBIO Position: Q3 2022 in Review

American Portfolios Advisors increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 1,412% in Q3 2022, buying an estimated $153K and bringing the position to 5,170 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1128.

American Portfolios Advisors first reported a position in SBIO in Q4 2017 and has held it in 20 quarters since. The position peaked at $195K in Q2 2018. 44 funds tracked by Wall St. Rank hold SBIO as of Q3 2022.

  • American Portfolios Advisors held 5,170 shares of ALPS Medical Breakthroughs ETF worth $156K as of Q3 2022.
  • American Portfolios Advisors bought 4,828 ALPS Medical Breakthroughs ETF shares in Q3 2022, an estimated $153K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1128 holding.
  • American Portfolios Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's ALPS Medical Breakthroughs ETF position peaked at $195K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.