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Central Valley Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Central Valley Advisors’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
2024
Q3 		– Sell
-5,250
Closed -$536K – 162
2024
Q2 		$536K Sell
5,250
-356
-6% -$11.9K 0.23% 67
2024
Q1 		$200K Buy
+5,606
New +$194K 0.1% 157

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

Central Valley Advisors's SBIO Position: Q3 2024 in Review

Central Valley Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2024, closing a stake of 5,250 shares — an estimated $536K sold.

Central Valley Advisors first reported a position in SBIO in Q1 2024 and held it in 2 quarters. The position peaked at $536K in Q2 2024. 37 funds tracked by Wall St. Rank hold SBIO as of Q3 2024.

  • Central Valley Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2024 after selling out during the quarter.
  • Central Valley Advisors sold 5,250 ALPS Medical Breakthroughs ETF shares in Q3 2024, an estimated $536K.
  • Central Valley Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q1 2024 and held it in 2 quarters.
  • Central Valley Advisors's ALPS Medical Breakthroughs ETF position peaked at $536K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2024.

Based on Central Valley Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.