BerganKDV Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

BerganKDV 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	-154	Closed	-$7K	–	994
2019 Q4	$7K	Hold	154	–	–	﹤0.01%	571
2019 Q3	$5K	Hold	154	–	–	﹤0.01%	567
2019 Q2	$6K	Hold	154	–	–	﹤0.01%	573
2019 Q1	$6K	Hold	154	–	–	﹤0.01%	579
2018 Q4	$4K	Buy	154 +4	+3%	+$133	﹤0.01%	571
2018 Q3	$6K	Buy	+150	New	+$5.69K	﹤0.01%	534

Other funds holding SBIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BerganKDV Wealth Management's SBIO Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2020, closing a stake of 154 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in SBIO in Q3 2018 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 47 funds tracked by Wall St. Rank hold SBIO as of Q1 2020.

BerganKDV Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 154 ALPS Medical Breakthroughs ETF shares in Q1 2020, an estimated $7K.
BerganKDV Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q3 2018 and held it in 6 quarters.
BerganKDV Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $7K in Q4 2019.
47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.