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Garton & Associates Financial Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-105
Closed -$5.36K – 582
2025
Q4 		$5.36K Buy
+105
New +$4.86K ﹤0.01% 980

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Garton & Associates Financial Advisors's SBIO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2026, closing a stake of 105 shares — an estimated $5.36K sold.

Garton & Associates Financial Advisors first reported a position in SBIO in Q4 2025 and held it in 1 quarter. The position peaked at $5.36K in Q4 2025. 60 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 105 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $5.36K.
  • Garton & Associates Financial Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's ALPS Medical Breakthroughs ETF position peaked at $5.36K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.