Elmwood Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-1,000	Closed	-$42K	–	280
2021 Q4	$42K	Buy	+1,000	New	+$44.6K	0.02%	195
2021 Q2	$49K	Hold	1,000	–	–	0.03%	170
2021 Q1	$50K	Buy	+1,000	New	+$55.4K	0.03%	166
2020 Q3	$29K	Hold	700	–	–	0.02%	146
2020 Q2	$29K	Hold	700	–	–	0.02%	146
2020 Q1	$24K	Buy	+700	New	+$26.8K	0.02%	155
2019 Q4	–	Sell	-700	Closed	-$22K	–	212
2019 Q3	$22K	Hold	700	–	–	0.02%	140
2019 Q2	$25K	Hold	700	–	–	0.02%	148
2019 Q1	$25K	Hold	700	–	–	0.02%	143
2018 Q4	$20K	Hold	700	–	–	0.02%	162
2018 Q3	$27.6K	Hold	700	–	–	0.02%	157
2018 Q2	$26.1K	Hold	700	–	–	0.02%	155
2018 Q1	$24K	Buy	+700	New	+$24.5K	0.02%	155

Other funds holding SBIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

NAM

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

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

SFS

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

BPA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Elmwood Wealth Management's SBIO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2022, closing a stake of 1,000 shares — an estimated $42K sold.

Elmwood Wealth Management first reported a position in SBIO in Q1 2018 and held it in 13 quarters. The position peaked at $50K in Q1 2021. 56 funds tracked by Wall St. Rank hold SBIO as of Q1 2022.

Elmwood Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 1,000 ALPS Medical Breakthroughs ETF shares in Q1 2022, an estimated $42K.
Elmwood Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $50K in Q1 2021.
56 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.