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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
2022
Q4 		– Sell
-1,000
Closed -$2K – 5103
2022
Q3 		$2K Buy
+1,000
New +$31.6K ﹤0.01% 4284
2021
Q1 		– Sell
-1,900
Closed -$1K – 6191
2020
Q4 		$1K Buy
+1,900
New +$90.4K ﹤0.01% 4533
2020
Q3 		– Sell
-1,600
Closed -$5K – 5192
2020
Q2 		$5K Sell
1,600
-1,000
-38% -$39.5K ﹤0.01% 3335
2020
Q1 		$17K Sell
2,600
-1,500
-37% -$57.4K ﹤0.01% 2413
2019
Q4 		$5K Buy
4,100
+2,200
+116% +$81.6K ﹤0.01% 3067
2019
Q3 		$6K Buy
1,900
+400
+27% +$14.1K ﹤0.01% 2938
2019
Q2 		$2K Buy
1,500
+500
+50% +$17.2K ﹤0.01% 3643
2019
Q1 		$2K Buy
+1,000
New +$33.4K ﹤0.01% 3442
2018
Q4 		– Sell
-2,600
Closed -$2K – 4508
2018
Q3 		$2K Buy
+2,600
New +$98.6K ﹤0.01% 3561
2016
Q3 		– Sell
-2,800
Closed -$5K – 7285
2016
Q2 		$5K Buy
2,800
+2,300
+460% +$54.6K ﹤0.01% 4966
2016
Q1 		$2K Buy
+500
New +$11.4K ﹤0.01% 5649

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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.