GS
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GWN Securities’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-55,500
Closed -$1.51M – 659
2025
Q1 		$1.51M Buy
+55,500
New +$1.75M 0.09% 237

Other funds holding SBIO

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GWN Securities's SBIO Position: Q2 2025 in Review

GWN Securities sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2025, closing a stake of 55,500 shares — an estimated $1.51M sold.

GWN Securities first reported a position in SBIO in Q1 2025 and held it in 1 quarter. The position peaked at $1.51M in Q1 2025. 36 funds tracked by Wall St. Rank hold SBIO as of Q2 2025.

  • GWN Securities reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 55,500 ALPS Medical Breakthroughs ETF shares in Q2 2025, an estimated $1.51M.
  • GWN Securities first reported a position in ALPS Medical Breakthroughs ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's ALPS Medical Breakthroughs ETF position peaked at $1.51M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.