BOK Financial Private Wealth’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

BOK Financial Private Wealth’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	$840K	Hold	13,000	–	–	0.04%	93
2026 Q1	$680K	Buy	+13,000	New	+$661K	0.04%	106

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

BOK Financial Private Wealth's SBIO Position: Q2 2026 in Review

BOK Financial Private Wealth held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q2 2026 at 13,000 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #93.

BOK Financial Private Wealth first reported a position in SBIO in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

BOK Financial Private Wealth held 13,000 shares of ALPS Medical Breakthroughs ETF worth $840K as of Q2 2026.
BOK Financial Private Wealth left its ALPS Medical Breakthroughs ETF share count unchanged in Q2 2026.
ALPS Medical Breakthroughs ETF made up 0.04% of BOK Financial Private Wealth's portfolio in Q2 2026, its #93 holding.
BOK Financial Private Wealth first reported a position in ALPS Medical Breakthroughs ETF in Q1 2026 and has held it in 2 quarters since.
65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.