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John Overdeck’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

John Overdeck’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 		$388K Buy
+6,000
New +$329K ﹤0.01% 4351
2026
Q1 		– Sell
-33,100
Closed -$1.7M – 4889
2025
Q4 		$1.7M Buy
+33,100
New +$1.53M ﹤0.01% 2554

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

John Overdeck's SBIO Position: Q2 2026 in Review

John Overdeck opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026: 6,000 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #4351 among its holdings. This is a return to the name: John Overdeck previously reported a position in SBIO as recently as Q4 2025.

John Overdeck first reported a position in SBIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.7M in Q4 2025. 64 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

  • John Overdeck held 6,000 shares of ALPS Medical Breakthroughs ETF worth $388K as of Q2 2026.
  • ALPS Medical Breakthroughs ETF was a new John Overdeck position in Q2 2026.
  • ALPS Medical Breakthroughs ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4351 holding.
  • John Overdeck first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and has held it in 2 quarters since.
  • John Overdeck's ALPS Medical Breakthroughs ETF position peaked at $1.7M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.