Griffin Asset Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Griffin Asset 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	$1.86M	Sell	28,699 -2,000	-7%	-$110K	0.2%	107
2026 Q1	$1.61M	Hold	30,699	–	–	0.18%	108
2025 Q4	$1.57M	Buy	30,699 +564	+2%	+$26.1K	0.17%	109
2025 Q3	$1.17M	Hold	30,135	–	–	0.13%	123
2025 Q2	$906K	Hold	30,135	–	–	0.11%	135
2025 Q1	$859K	Hold	30,135	–	–	0.11%	129
2024 Q4	$995K	Hold	30,135	–	–	0.12%	131
2024 Q3	$1.12M	Buy	30,135 +7,170	+31%	+$261K	0.13%	131
2024 Q2	$771K	Buy	22,965 +15,000	+188%	+$503K	0.09%	147
2024 Q1	$285K	Hold	7,965	–	–	0.03%	192
2023 Q4	$262K	Buy	+7,965	New	+$214K	0.03%	193
2022 Q3	–	Sell	-9,120	Closed	-$253K	–	213
2022 Q2	$253K	Hold	9,120	–	–	0.04%	192
2022 Q1	$307K	Hold	9,120	–	–	0.04%	192
2021 Q4	$385K	Hold	9,120	–	–	0.05%	183
2021 Q3	$415K	Hold	9,120	–	–	0.05%	184
2021 Q2	$446K	Hold	9,120	–	–	0.05%	193
2021 Q1	$458K	Hold	9,120	–	–	0.06%	179
2020 Q4	$467K	Hold	9,120	–	–	0.06%	164
2020 Q3	$375K	Hold	9,120	–	–	0.06%	164
2020 Q2	$381K	Hold	9,120	–	–	0.06%	165
2020 Q1	$289K	Hold	9,120	–	–	0.05%	168
2019 Q4	$386K	Hold	9,120	–	–	0.05%	169
2019 Q3	$288K	Sell	9,120 -1,638	-15%	-$57.6K	0.04%	187
2019 Q2	$389K	Hold	10,758	–	–	0.05%	189
2019 Q1	$389K	Hold	10,758	–	–	0.06%	189
2018 Q4	$303K	Buy	+10,758	New	+$357K	0.05%	191

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

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

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Griffin Asset Management's SBIO Position: Q2 2026 in Review

Griffin Asset Management reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 6.5% in Q2 2026, selling an estimated $110K and leaving 28,699 shares worth $1.86M. The position accounts for 0.2% of the portfolio, ranked #107.

Griffin Asset Management first reported a position in SBIO in Q4 2018 and has held it in 26 quarters since. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Griffin Asset Management held 28,699 shares of ALPS Medical Breakthroughs ETF worth $1.86M as of Q2 2026.
Griffin Asset Management sold 2,000 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $110K.
ALPS Medical Breakthroughs ETF made up 0.2% of Griffin Asset Management's portfolio in Q2 2026, its #107 holding.
Griffin Asset Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2018 and has held it in 26 quarters since.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.