Carson Wealth (CWM LLC)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$785	Hold	15	–	–	﹤0.01%	5432
2025 Q4	$1K	Hold	15	–	–	﹤0.01%	5274
2025 Q3	$1K	Hold	15	–	–	﹤0.01%	5183
2025 Q2	$0	Hold	15	–	–	﹤0.01%	5276
2025 Q1	$0	Buy	+15	New	+$474	﹤0.01%	5176
2024 Q2	–	Sell	-1,400	Closed	-$50K	–	4896
2024 Q1	$50K	Hold	1,400	–	–	﹤0.01%	2301
2023 Q4	$46K	Hold	1,400	–	–	﹤0.01%	2232
2023 Q3	$38K	Hold	1,400	–	–	﹤0.01%	2253
2023 Q2	$44K	Buy	+1,400	New	+$43.5K	﹤0.01%	2081
2023 Q1	–	Sell	-1,800	Closed	-$55K	–	4313
2022 Q4	$55K	Buy	+1,800	New	+$54.2K	﹤0.01%	1680
2021 Q2	$5K	Hold	112	–	–	﹤0.01%	2373
2021 Q1	$5K	Hold	112	–	–	﹤0.01%	2373
2020 Q4	$5K	Hold	112	–	–	﹤0.01%	2373
2020 Q3	$5K	Hold	112	–	–	﹤0.01%	2373
2020 Q2	$5K	Hold	112	–	–	﹤0.01%	2370
2020 Q1	$5K	Hold	112	–	–	﹤0.01%	2370
2019 Q4	$5K	Hold	112	–	–	﹤0.01%	2370
2019 Q3	$5K	Hold	112	–	–	﹤0.01%	2370
2019 Q2	$5K	Hold	112	–	–	﹤0.01%	2370
2019 Q1	$5K	Buy	+112	New	+$3.74K	﹤0.01%	2369

Other funds holding SBIO

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q1 2026 at 15 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #5432.

Carson Wealth (CWM LLC) first reported a position in SBIO in Q1 2019 and has held it in 20 quarters since. The position peaked at $55K in Q4 2022. 60 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

Carson Wealth (CWM LLC) held 15 shares of ALPS Medical Breakthroughs ETF worth $785 as of Q1 2026.
Carson Wealth (CWM LLC) left its ALPS Medical Breakthroughs ETF share count unchanged in Q1 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5432 holding.
Carson Wealth (CWM LLC) first reported a position in ALPS Medical Breakthroughs ETF in Q1 2019 and has held it in 20 quarters since.
Carson Wealth (CWM LLC)'s ALPS Medical Breakthroughs ETF position peaked at $55K in Q4 2022.
60 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.