First Command Financial Services’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

First Command Financial Services’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
2023 Q2	$3.15K	Hold	100	–	–	﹤0.01%	379
2023 Q1	$2.72K	Hold	100	–	–	﹤0.01%	357
2022 Q4	$3K	Hold	100	–	–	﹤0.01%	360
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	364
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	374
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	371
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	411
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	402
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	391
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	385
2020 Q4	$5K	Buy	+100	New	+$4.76K	﹤0.01%	336

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

First Command Financial Services's SBIO Position: Q2 2023 in Review

First Command Financial Services held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q2 2023 at 100 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

First Command Financial Services first reported a position in SBIO in Q4 2020 and has held it in 11 quarters since. The position peaked at $5K in Q3 2021. 41 funds tracked by Wall St. Rank hold SBIO as of Q2 2023.

First Command Financial Services held 100 shares of ALPS Medical Breakthroughs ETF worth $3.15K as of Q2 2023.
First Command Financial Services left its ALPS Medical Breakthroughs ETF share count unchanged in Q2 2023.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #379 holding.
First Command Financial Services first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and has held it in 11 quarters since.
First Command Financial Services's ALPS Medical Breakthroughs ETF position peaked at $5K in Q3 2021.
41 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.