Creative Financial Designs’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Creative Financial Designs’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
2022 Q4	–	Sell	-500	Closed	-$15K	–	1345
2022 Q3	$15K	Buy	+500	New	+$15.8K	﹤0.01%	801
2021 Q3	–	Sell	-350	Closed	-$17K	–	1449
2021 Q2	$17K	Sell	350 -400	-53%	-$19.2K	﹤0.01%	902
2021 Q1	$38K	Buy	750 +200	+36%	+$11.1K	0.01%	626
2020 Q4	$28K	Hold	550	–	–	0.01%	647
2020 Q3	$23K	Buy	+550	New	+$22.7K	0.01%	631

Other funds holding SBIO

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Financial Designs's SBIO Position: Q4 2022 in Review

Creative Financial Designs sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2022, closing a stake of 500 shares — an estimated $15K sold.

Creative Financial Designs first reported a position in SBIO in Q3 2020 and held it in 5 quarters. The position peaked at $38K in Q1 2021. 49 funds tracked by Wall St. Rank hold SBIO as of Q4 2022.

Creative Financial Designs reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 500 ALPS Medical Breakthroughs ETF shares in Q4 2022, an estimated $15K.
Creative Financial Designs first reported a position in ALPS Medical Breakthroughs ETF in Q3 2020 and held it in 5 quarters.
Creative Financial Designs's ALPS Medical Breakthroughs ETF position peaked at $38K in Q1 2021.
49 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.