Harbor Investment Advisory’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Harbor Investment Advisory’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 Q3	$26.2K	Hold	450	–	–	﹤0.01%	916
2026 Q2	$29.1K	Buy	+450	New	+$24.7K	﹤0.01%	866

Other funds holding SBIO

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Harbor Investment Advisory's SBIO Position: Q3 2026 in Review

Harbor Investment Advisory held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q3 2026 at 450 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Harbor Investment Advisory first reported a position in SBIO in Q2 2026 and has held it in 2 quarters since. The position peaked at $29.1K in Q2 2026. 8 funds tracked by Wall St. Rank hold SBIO as of Q3 2026.

Harbor Investment Advisory held 450 shares of ALPS Medical Breakthroughs ETF worth $26.2K as of Q3 2026.
Harbor Investment Advisory left its ALPS Medical Breakthroughs ETF share count unchanged in Q3 2026.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #916 holding.
Harbor Investment Advisory first reported a position in ALPS Medical Breakthroughs ETF in Q2 2026 and has held it in 2 quarters since.
Harbor Investment Advisory's ALPS Medical Breakthroughs ETF position peaked at $29.1K in Q2 2026.
8 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.