Bank of Montreal’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Bank of Montreal’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	$6.46K	Hold	100	–	–	﹤0.01%	3708
2026 Q1	$5.23K	Hold	100	–	–	﹤0.01%	3625
2025 Q4	$5.12K	Hold	100	–	–	﹤0.01%	3486
2025 Q3	$3.89K	Hold	100	–	–	﹤0.01%	3433
2025 Q2	$3.01K	Hold	100	–	–	﹤0.01%	3434
2025 Q1	$2.85K	Hold	100	–	–	﹤0.01%	3389
2024 Q4	$3.3K	Hold	100	–	–	﹤0.01%	3423
2024 Q3	$3.73K	Hold	100	–	–	﹤0.01%	3739
2024 Q2	$3.45K	Hold	100	–	–	﹤0.01%	3749
2024 Q1	$3.85K	Hold	100	–	–	﹤0.01%	3762
2023 Q4	$3.35K	Buy	+100	New	+$2.69K	﹤0.01%	3882
2021 Q1	–	Sell	-200	Closed	-$11K	–	5311
2020 Q4	$11K	Buy	+200	New	+$9.52K	﹤0.01%	4634
2020 Q2	–	Sell	-494	Closed	-$15K	–	4805
2020 Q1	$15K	Buy	494 +165	+50%	+$6.31K	﹤0.01%	3356
2019 Q4	$14K	Hold	329	–	–	﹤0.01%	4473
2019 Q3	$10K	Buy	+329	New	+$11.6K	﹤0.01%	4422

Other funds holding SBIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FFASIA

FIG FINANCIAL ADVISORY SERVICES INC /ADV Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Bank of Montreal's SBIO Position: Q2 2026 in Review

Bank of Montreal held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q2 2026 at 100 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

Bank of Montreal first reported a position in SBIO in Q3 2019 and has held it in 15 quarters since. The position peaked at $15K in Q1 2020. 53 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Bank of Montreal held 100 shares of ALPS Medical Breakthroughs ETF worth $6.46K as of Q2 2026.
Bank of Montreal left its ALPS Medical Breakthroughs ETF share count unchanged in Q2 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3708 holding.
Bank of Montreal first reported a position in ALPS Medical Breakthroughs ETF in Q3 2019 and has held it in 15 quarters since.
Bank of Montreal's ALPS Medical Breakthroughs ETF position peaked at $15K in Q1 2020.
53 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.