Financial Advocates Investment Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-8,075	Closed	-$243K	–	482
2025 Q2	$243K	Hold	8,075	–	–	0.02%	548
2025 Q1	$230K	Sell	8,075 -62	-0.8%	-$1.96K	0.02%	643
2024 Q4	$269K	Buy	8,137 +287	+4%	+$10.8K	0.02%	627
2024 Q3	$293K	Buy	7,850 +180	+2%	+$6.56K	0.02%	604
2024 Q2	$258K	Buy	7,670 +385	+5%	+$12.9K	0.02%	614
2024 Q1	$260K	Buy	+7,285	New	+$252K	0.02%	644

Other funds holding SBIO

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

NAM

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

Financial Advocates Investment Management's SBIO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2025, closing a stake of 8,075 shares — an estimated $243K sold.

Financial Advocates Investment Management first reported a position in SBIO in Q1 2024 and held it in 6 quarters. The position peaked at $293K in Q3 2024. 40 funds tracked by Wall St. Rank hold SBIO as of Q3 2025.

Financial Advocates Investment Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 8,075 ALPS Medical Breakthroughs ETF shares in Q3 2025, an estimated $243K.
Financial Advocates Investment Management first reported a position in ALPS Medical Breakthroughs ETF in Q1 2024 and held it in 6 quarters.
Financial Advocates Investment Management's ALPS Medical Breakthroughs ETF position peaked at $293K in Q3 2024.
40 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.