IA
SBIO icon

IFP Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

IFP Advisors’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
Q3 		– Sell
-332
Closed -$9.98K – 4923
2025
Q2 		$9.98K Hold
332
– – ﹤0.01% 2920
2025
Q1 		$9.46K Buy
+332
New +$10.5K ﹤0.01% 2597
2023
Q4 		– Sell
-83
Closed -$2.26K – 3292
2023
Q3 		$2.26K Hold
83
– – ﹤0.01% 2798
2023
Q2 		$2.62K Hold
83
– – ﹤0.01% 2786
2023
Q1 		$3.22K Sell
83
-4,365
-98% -$132K ﹤0.01% 2740
2022
Q4 		$171K Sell
4,448
-739
-14% -$22.2K ﹤0.01% 1433
2022
Q3 		$199K Hold
5,187
– – 0.01% 1405
2022
Q2 		$199K Hold
5,187
– – 0.01% 1282
2022
Q1 		$199K Buy
5,187
+5,123
+8,005% +$178K 0.01% 1282
2021
Q4 		$3K Hold
64
– – ﹤0.01% 2692
2021
Q3 		$3K Buy
+64
New +$2.94K ﹤0.01% 2753
2021
Q2 		– Sell
-193
Closed -$9.25K – 3209
2021
Q1 		$10K Buy
193
+166
+615% +$9.19K ﹤0.01% 2147
2020
Q4 		$1K Hold
27
– – ﹤0.01% 2813
2020
Q3 		$1K Hold
27
– – ﹤0.01% 2705
2020
Q2 		$1K Hold
27
– – ﹤0.01% 2602
2020
Q1 		$1K Buy
+27
New +$1.03K ﹤0.01% 2601
2019
Q4 		– Sell
-3,806
Closed -$141K – 3085
2019
Q3 		$123K Buy
+3,806
New +$134K 0.01% 961
2019
Q1 		$250K Sell
6,937
-3,988
-37% -$133K 0.03% 419
2018
Q4 		$301K Buy
10,925
+326
+3% +$10.8K 0.02% 712
2018
Q3 		$417K Buy
+10,599
New +$402K 0.02% 752
2017
Q4 		– Sell
-450
Closed -$14K – 4065
2017
Q3 		$14K Hold
450
– – ﹤0.01% 2838
2017
Q2 		$13K Hold
450
– – ﹤0.01% 2862
2017
Q1 		$12K Hold
450
– – ﹤0.01% 2824
2016
Q4 		$10K Buy
+450
New +$10.8K ﹤0.01% 2909
2016
Q3 		– Sell
-1,330
Closed -$30K – 4018
2016
Q2 		$30K Sell
1,330
-5,607
-81% -$133K ﹤0.01% 2082
2016
Q1 		$250K Buy
+6,937
New +$159K 0.03% 419

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
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

IFP Advisors's SBIO Position: Q3 2025 in Review

IFP Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2025, closing a stake of 332 shares — an estimated $9.98K sold.

IFP Advisors first reported a position in SBIO in Q1 2016 and held it in 26 quarters. The position peaked at $417K in Q3 2018. 39 funds tracked by Wall St. Rank hold SBIO as of Q3 2025.

  • IFP Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 332 ALPS Medical Breakthroughs ETF shares in Q3 2025, an estimated $9.98K.
  • IFP Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q1 2016 and held it in 26 quarters.
  • IFP Advisors's ALPS Medical Breakthroughs ETF position peaked at $417K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.