IFP Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-332
| Closed | -$10K | – | 4923 |
|
|
2025
Q2 | $10K | 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% | 1432 |
|
|
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% | 423 |
|
Other funds holding SBIO
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 $10K 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. 42 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 $10K.
- 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.
- 42 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.