Cetera Investment Advisers’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Cetera Investment Advisers’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
2023 Q1	–	Sell	-19,081	Closed	-$580K	–	2234
2022 Q4	$580K	Buy	+19,081	New	+$574K	0.01%	1297
2022 Q1	–	Sell	-8,744	Closed	-$369K	–	1986
2021 Q4	$369K	Sell	8,744 -4,199	-32%	-$187K	0.01%	1373
2021 Q3	$589K	Buy	+12,943	New	+$594K	0.01%	1043
2021 Q2	–	Sell	-8,439	Closed	-$424K	–	1821
2021 Q1	$424K	Buy	8,439 +785	+10%	+$43.5K	0.01%	1072
2020 Q4	$392K	Buy	+7,654	New	+$364K	0.01%	1092

Other funds holding SBIO

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

NAM

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's SBIO Position: Q1 2023 in Review

Cetera Investment Advisers sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2023, closing a stake of 19,081 shares — an estimated $580K sold.

Cetera Investment Advisers first reported a position in SBIO in Q4 2020 and held it in 5 quarters. The position peaked at $589K in Q3 2021. 39 funds tracked by Wall St. Rank hold SBIO as of Q1 2023.

Cetera Investment Advisers reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2023 after selling out during the quarter.
Cetera Investment Advisers sold 19,081 ALPS Medical Breakthroughs ETF shares in Q1 2023, an estimated $580K.
Cetera Investment Advisers first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 5 quarters.
Cetera Investment Advisers's ALPS Medical Breakthroughs ETF position peaked at $589K in Q3 2021.
39 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2023.

Based on Cetera Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.