Fulcrum Equity Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Fulcrum Equity 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
2026 Q2	$263K	Buy	+4,074	New	+$223K	0.19%	120
2026 Q1	–	Sell	-7,498	Closed	-$384K	–	148
2025 Q4	$384K	Buy	+7,498	New	+$347K	0.37%	62
2021 Q2	–	Sell	-24,724	Closed	-$1.24M	–	230
2021 Q1	$1.24M	Buy	+24,724	New	+$1.37M	0.49%	65
2020 Q3	–	Sell	-11,841	Closed	-$495K	–	169
2020 Q2	$495K	Buy	+11,841	New	+$467K	0.23%	75

Other funds holding SBIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

GAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fulcrum Equity Management's SBIO Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 4,074 shares worth $263K. The stake represents 0.19% of the portfolio and ranks #120 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in SBIO as recently as Q4 2025.

Fulcrum Equity Management first reported a position in SBIO in Q2 2020 and has held it in 4 quarters since. The position peaked at $1.24M in Q1 2021. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Fulcrum Equity Management held 4,074 shares of ALPS Medical Breakthroughs ETF worth $263K as of Q2 2026.
ALPS Medical Breakthroughs ETF was a new Fulcrum Equity Management position in Q2 2026.
ALPS Medical Breakthroughs ETF made up 0.19% of Fulcrum Equity Management's portfolio in Q2 2026, its #120 holding.
Fulcrum Equity Management first reported a position in ALPS Medical Breakthroughs ETF in Q2 2020 and has held it in 4 quarters since.
Fulcrum Equity Management's ALPS Medical Breakthroughs ETF position peaked at $1.24M in Q1 2021.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.