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Belpointe Asset Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,136
Closed -$30.9K – 2841
2023
Q1 		$30.9K Sell
1,136
-545
-32% -$16.5K ﹤0.01% 2032
2022
Q4 		$51.1K Buy
+1,681
New +$50.6K ﹤0.01% 1599

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belpointe Asset Management's SBIO Position: Q2 2023 in Review

Belpointe Asset Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2023, closing a stake of 1,136 shares — an estimated $30.9K sold.

Belpointe Asset Management first reported a position in SBIO in Q4 2022 and held it in 2 quarters. The position peaked at $51.1K in Q4 2022. 41 funds tracked by Wall St. Rank hold SBIO as of Q2 2023.

  • Belpointe Asset Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,136 ALPS Medical Breakthroughs ETF shares in Q2 2023, an estimated $30.9K.
  • Belpointe Asset Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ALPS Medical Breakthroughs ETF position peaked at $51.1K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.