Global Retirement Partners’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Global Retirement Partners’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	$3.88K	Buy	+60	New	+$3.29K	﹤0.01%	3778
2025 Q4	$33.9K	Buy	+661	New	+$30.6K	﹤0.01%	2589

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

Global Retirement Partners's SBIO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 60 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #3778 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SBIO as recently as Q4 2025.

Global Retirement Partners first reported a position in SBIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $33.9K in Q4 2025. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Global Retirement Partners held 60 shares of ALPS Medical Breakthroughs ETF worth $3.88K as of Q2 2026.
ALPS Medical Breakthroughs ETF was a new Global Retirement Partners position in Q2 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3778 holding.
Global Retirement Partners first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and has held it in 2 quarters since.
Global Retirement Partners's ALPS Medical Breakthroughs ETF position peaked at $33.9K in Q4 2025.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.