Beacon Pointe Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Beacon Pointe 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
2026 Q2	$320K	Buy	+4,949	New	+$271K	﹤0.01%	1571
2023 Q2	–	Sell	-31,386	Closed	-$853K	–	1175
2023 Q1	$853K	Sell	31,386 -4,400	-12%	-$133K	0.01%	583
2022 Q4	$1.09M	Sell	35,786 -350	-1%	-$10.5K	0.02%	481
2022 Q3	$1.09M	Sell	36,136 -900	-2%	-$28.4K	0.02%	443
2022 Q2	$1.03M	Buy	37,036 +5,625	+18%	+$160K	0.02%	462
2022 Q1	$1.06M	Buy	31,411 +5,000	+19%	+$173K	0.01%	603
2021 Q4	$1.12M	Sell	26,411 -6,039	-19%	-$269K	0.03%	361
2021 Q3	$1.48M	Buy	32,450 +23,750	+273%	+$1.09M	0.04%	333
2021 Q2	$426K	Buy	+8,700	New	+$417K	0.02%	537

Other funds holding SBIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Beacon Pointe Advisors's SBIO Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 4,949 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in SBIO as recently as Q1 2023.

Beacon Pointe Advisors first reported a position in SBIO in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2021. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Beacon Pointe Advisors held 4,949 shares of ALPS Medical Breakthroughs ETF worth $320K as of Q2 2026.
ALPS Medical Breakthroughs ETF was a new Beacon Pointe Advisors position in Q2 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1571 holding.
Beacon Pointe Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q2 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's ALPS Medical Breakthroughs ETF position peaked at $1.48M in Q3 2021.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.