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ASB Consultores’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

ASB Consultores’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
2023
Q1 		– Sell
-25,771
Closed -$783K – 212
2022
Q4 		$783K Hold
25,771
– – 0.32% 38
2022
Q3 		$776K Hold
25,771
– – 0.36% 35
2022
Q2 		$714K Sell
25,771
-1,058
-4% -$30.2K 0.31% 32
2022
Q1 		$903K Hold
26,829
– – 0.38% 31
2021
Q4 		$1.13M Buy
+26,829
New +$1.2M 0.56% 23

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASB Consultores's SBIO Position: Q1 2023 in Review

ASB Consultores sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2023, closing a stake of 25,771 shares — an estimated $783K sold.

ASB Consultores first reported a position in SBIO in Q4 2021 and held it in 5 quarters. The position peaked at $1.13M in Q4 2021. 39 funds tracked by Wall St. Rank hold SBIO as of Q1 2023.

  • ASB Consultores reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2023 after selling out during the quarter.
  • ASB Consultores sold 25,771 ALPS Medical Breakthroughs ETF shares in Q1 2023, an estimated $783K.
  • ASB Consultores first reported a position in ALPS Medical Breakthroughs ETF in Q4 2021 and held it in 5 quarters.
  • ASB Consultores's ALPS Medical Breakthroughs ETF position peaked at $1.13M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2023.

Based on ASB Consultores's 13F filing for Q1 2023, filed 3 May 2023.