Intrepid Financial Planning Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Intrepid Financial Planning Group’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 Q2	$268K	Buy	+4,139	New	+$227K	0.09%	113

Other funds holding SBIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Intrepid Financial Planning Group's SBIO Position: Q2 2026 in Review

Intrepid Financial Planning Group opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 4,139 shares worth $268K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings.

65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Intrepid Financial Planning Group held 4,139 shares of ALPS Medical Breakthroughs ETF worth $268K as of Q2 2026.
ALPS Medical Breakthroughs ETF was a new Intrepid Financial Planning Group position in Q2 2026.
ALPS Medical Breakthroughs ETF made up 0.09% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #113 holding.
65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.