Cavalier Investments’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Cavalier Investments’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
2018 Q4	–	Sell	-51,892	Closed	-$2.04M	–	186
2018 Q3	$2.04M	Buy	51,892 +46,027	+785%	+$1.75M	0.59%	44
2018 Q2	$218K	Buy	+5,865	New	+$213K	0.07%	145

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cavalier Investments's SBIO Position: Q4 2018 in Review

Cavalier Investments sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2018, closing a stake of 51,892 shares — an estimated $2.04M sold.

Cavalier Investments first reported a position in SBIO in Q2 2018 and held it in 2 quarters. The position peaked at $2.04M in Q3 2018. 48 funds tracked by Wall St. Rank hold SBIO as of Q4 2018.

Cavalier Investments reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2018 after selling out during the quarter.
Cavalier Investments sold 51,892 ALPS Medical Breakthroughs ETF shares in Q4 2018, an estimated $2.04M.
Cavalier Investments first reported a position in ALPS Medical Breakthroughs ETF in Q2 2018 and held it in 2 quarters.
Cavalier Investments's ALPS Medical Breakthroughs ETF position peaked at $2.04M in Q3 2018.
48 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.