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B. Riley Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

B. Riley 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
2020
Q1 		– Sell
-6,880
Closed -$291K – 558
2019
Q4 		$291K Buy
+6,880
New +$255K 0.04% 295

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

B. Riley Wealth Management's SBIO Position: Q1 2020 in Review

B. Riley Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2020, closing a stake of 6,880 shares — an estimated $291K sold.

B. Riley Wealth Management first reported a position in SBIO in Q4 2019 and held it in 1 quarter. The position peaked at $291K in Q4 2019. 47 funds tracked by Wall St. Rank hold SBIO as of Q1 2020.

  • B. Riley Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,880 ALPS Medical Breakthroughs ETF shares in Q1 2020, an estimated $291K.
  • B. Riley Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2019 and held it in 1 quarter.
  • B. Riley Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $291K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2020.

Based on B. Riley Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.