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Capital Wealth Alliance’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Capital Wealth Alliance’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
-8,881
Closed -$353K – 290
2019
Q4 		$353K Buy
+8,881
New +$329K 0.29% 66

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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

Capital Wealth Alliance's SBIO Position: Q1 2020 in Review

Capital Wealth Alliance sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2020, closing a stake of 8,881 shares — an estimated $353K sold.

Capital Wealth Alliance first reported a position in SBIO in Q4 2019 and held it in 1 quarter. The position peaked at $353K in Q4 2019. 47 funds tracked by Wall St. Rank hold SBIO as of Q1 2020.

  • Capital Wealth Alliance reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 8,881 ALPS Medical Breakthroughs ETF shares in Q1 2020, an estimated $353K.
  • Capital Wealth Alliance first reported a position in ALPS Medical Breakthroughs ETF in Q4 2019 and held it in 1 quarter.
  • Capital Wealth Alliance's ALPS Medical Breakthroughs ETF position peaked at $353K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2020.

Based on Capital Wealth Alliance's 13F filing for Q1 2020, filed 28 Apr 2020.