Janney Montgomery Scott
SBIO icon

Janney Montgomery Scott’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Janney Montgomery Scott’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
Q1 		$220K Sell
4,207
-92
-2% -$4.68K ﹤0.01% 2579
2025
Q4 		$220K Buy
+4,299
New +$199K ﹤0.01% 2759
2019
Q2 		– Sell
-7,103
Closed -$257K – 2096
2019
Q1 		$257K Buy
+7,103
New +$237K ﹤0.01% 1737
2018
Q4 		– Sell
-10,953
Closed -$431K – 2040
2018
Q3 		$431K Hold
10,953
– – ﹤0.01% 1516
2018
Q2 		$408K Sell
10,953
-100
-0.9% -$3.63K ﹤0.01% 1502
2018
Q1 		$378K Hold
11,053
– – ﹤0.01% 1479
2017
Q4 		$362K Hold
11,053
– – ﹤0.01% 1488
2017
Q3 		$345K Buy
11,053
+100
+0.9% +$2.93K ﹤0.01% 1437
2017
Q2 		$305K Hold
10,953
– – ﹤0.01% 1434
2017
Q1 		$282K Sell
10,953
-700
-6% -$17.4K ﹤0.01% 1435
2016
Q4 		$267K Sell
11,653
-1,250
-10% -$29.9K ﹤0.01% 1403
2016
Q3 		$337K Buy
+12,903
New +$322K 0.01% 1135
2016
Q1 		– Sell
-11,444
Closed -$363K – 1396
2015
Q4 		$363K Buy
11,444
+1,590
+16% +$48.7K 0.01% 959
2015
Q3 		$275K Buy
9,854
+1,944
+25% +$67.9K 0.01% 1097
2015
Q2 		$281K Buy
+7,910
New +$258K 0.01% 1537

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Janney Montgomery Scott's SBIO Position: Q1 2026 in Review

Janney Montgomery Scott reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 2.1% in Q1 2026, selling an estimated $4.68K and leaving 4,207 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Janney Montgomery Scott first reported a position in SBIO in Q2 2015 and has held it in 15 quarters since. The position peaked at $431K in Q3 2018. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Janney Montgomery Scott held 4,207 shares of ALPS Medical Breakthroughs ETF worth $220K as of Q1 2026.
  • Janney Montgomery Scott sold 92 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $4.68K.
  • ALPS Medical Breakthroughs ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2579 holding.
  • Janney Montgomery Scott first reported a position in ALPS Medical Breakthroughs ETF in Q2 2015 and has held it in 15 quarters since.
  • Janney Montgomery Scott's ALPS Medical Breakthroughs ETF position peaked at $431K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.