CIBC Private Wealth Group
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CIBC Private Wealth Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-380
Closed -$14.2K – 3154
2024
Q3 		$14.2K Hold
380
– – ﹤0.01% 2297
2024
Q2 		$12.9K Hold
380
– – ﹤0.01% 2202
2024
Q1 		$13.4K Buy
+380
New +$13.2K ﹤0.01% 2170
2018
Q3 		– Sell
-200
Closed -$7K – 1574
2018
Q2 		$7K Hold
200
– – ﹤0.01% 1659
2018
Q1 		$7K Hold
200
– – ﹤0.01% 1606
2017
Q4 		$7K Buy
+200
New +$6.26K ﹤0.01% 1631

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 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

CIBC Private Wealth Group's SBIO Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2024, closing a stake of 380 shares — an estimated $14.2K sold.

CIBC Private Wealth Group first reported a position in SBIO in Q4 2017 and held it in 6 quarters. The position peaked at $14.2K in Q3 2024. 35 funds tracked by Wall St. Rank hold SBIO as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 380 ALPS Medical Breakthroughs ETF shares in Q4 2024, an estimated $14.2K.
  • CIBC Private Wealth Group first reported a position in ALPS Medical Breakthroughs ETF in Q4 2017 and held it in 6 quarters.
  • CIBC Private Wealth Group's ALPS Medical Breakthroughs ETF position peaked at $14.2K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.