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Harbour Investments’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Harbour Investments’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
2024
Q3 		– Sell
-174
Closed -$5.84K – 3468
2024
Q2 		$5.84K Hold
174
– – ﹤0.01% 2455
2024
Q1 		$6.22K Buy
+174
New +$6.03K ﹤0.01% 2393
2021
Q4 		$2K Hold
58
– – ﹤0.01% 2433
2021
Q3 		$3K Hold
58
– – ﹤0.01% 3220
2021
Q2 		$3K Sell
58
-200
-78% -$9.58K ﹤0.01% 3278
2021
Q1 		$13K Buy
+258
New +$14.3K ﹤0.01% 2465

Other funds holding SBIO

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

Harbour Investments's SBIO Position: Q3 2024 in Review

Harbour Investments sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2024, closing a stake of 174 shares — an estimated $5.84K sold.

Harbour Investments first reported a position in SBIO in Q1 2021 and held it in 6 quarters. The position peaked at $13K in Q1 2021. 37 funds tracked by Wall St. Rank hold SBIO as of Q3 2024.

  • Harbour Investments reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2024 after selling out during the quarter.
  • Harbour Investments sold 174 ALPS Medical Breakthroughs ETF shares in Q3 2024, an estimated $5.84K.
  • Harbour Investments first reported a position in ALPS Medical Breakthroughs ETF in Q1 2021 and held it in 6 quarters.
  • Harbour Investments's ALPS Medical Breakthroughs ETF position peaked at $13K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.