Cutler Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Cutler 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
2021 Q2	–	Sell	-600	Closed	-$1K	–	6248
2021 Q1	$1K	Buy	+600	New	+$33.2K	﹤0.01%	5348
2020 Q4	–	Sell	-1,500	Closed	-$2K	–	5412
2020 Q3	$2K	Sell	1,500 -5,900	-80%	-$243K	﹤0.01%	4107
2020 Q2	$9K	Hold	7,400	–	–	﹤0.01%	2963
2020 Q1	$1K	Buy	7,400 +6,000	+429%	+$230K	﹤0.01%	3784
2019 Q4	$3K	Buy	+1,400	New	+$51.9K	﹤0.01%	3319
2017 Q4	–	Sell	-800	Closed	-$2K	–	5792
2017 Q3	$2K	Buy	+800	New	+$23.5K	﹤0.01%	5148
2016 Q4	–	Sell	-500	Closed	-$1K	–	7206
2016 Q3	$1K	Buy	+500	New	+$12.5K	﹤0.01%	6258
2016 Q1	–	Sell	-3,700	Closed	-$3K	–	7101
2015 Q4	$3K	Buy	+3,700	New	+$113K	﹤0.01%	5355

Other funds holding SBIO

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cutler Group's SBIO Position: Q2 2023 in Review

Cutler Group sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2023, closing a stake of 280 shares — an estimated $8.7K sold.

Cutler Group first reported a position in SBIO in Q4 2015 and held it in 17 quarters. The position peaked at $97K in Q4 2020. 41 funds tracked by Wall St. Rank hold SBIO as of Q2 2023.

Cutler Group reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2023 after selling out during the quarter.
Cutler Group sold 280 ALPS Medical Breakthroughs ETF shares in Q2 2023, an estimated $8.7K.
Cutler Group first reported a position in ALPS Medical Breakthroughs ETF in Q4 2015 and held it in 17 quarters.
Cutler Group's ALPS Medical Breakthroughs ETF position peaked at $97K in Q4 2020.
41 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2023.

Based on Cutler Group's 13F filing for Q2 2023, filed 18 Jul 2023.