Kestra Advisory Services’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Kestra Advisory Services’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	$535K	Buy	8,282 +96	+1%	+$5.26K	﹤0.01%	2293
2026 Q1	$428K	Buy	8,186 +1,772	+28%	+$90.1K	﹤0.01%	2344
2025 Q4	$329K	Hold	6,414	–	–	﹤0.01%	2469
2025 Q3	$249K	Sell	6,414 -3,910	-38%	-$134K	﹤0.01%	2590
2025 Q2	$310K	Sell	10,324 -344	-3%	-$9.84K	﹤0.01%	2320
2025 Q1	$304K	Sell	10,668 -656	-6%	-$20.7K	﹤0.01%	2164
2024 Q4	$374K	Buy	11,324 +3	+0%	+$113	﹤0.01%	2073
2024 Q3	$423K	Sell	11,321 -40	-0.4%	-$1.46K	﹤0.01%	1871
2024 Q2	$382K	Sell	11,361 -2,663	-19%	-$89.2K	﹤0.01%	1964
2024 Q1	$501K	Sell	14,024 -662	-5%	-$22.9K	﹤0.01%	1666
2023 Q4	$484K	Buy	14,686 +500	+4%	+$13.4K	﹤0.01%	1554
2023 Q3	$386K	Buy	14,186 +1,979	+16%	+$59.6K	﹤0.01%	1509
2023 Q2	$385K	Hold	12,207	–	–	﹤0.01%	1452
2023 Q1	$332K	Hold	12,207	–	–	﹤0.01%	1506
2022 Q4	$371K	Sell	12,207 -1,232	-9%	-$37.1K	﹤0.01%	1592
2022 Q3	$405K	Buy	13,439 +985	+8%	+$31.1K	﹤0.01%	1432
2022 Q2	$345K	Buy	12,454 +79	+0.6%	+$2.25K	﹤0.01%	1539
2022 Q1	$416K	Sell	12,375 -100	-0.8%	-$3.47K	﹤0.01%	1396
2021 Q4	$527K	Buy	12,475 +100	+0.8%	+$4.46K	0.01%	1289
2021 Q3	$563K	Hold	12,375	–	–	0.01%	1323
2021 Q2	$605K	Hold	12,375	–	–	0.01%	1189
2021 Q1	$622K	Sell	12,375 -3,074	-20%	-$170K	0.01%	1092
2020 Q4	$812K	Buy	15,449 +2,518	+19%	+$120K	0.01%	964
2020 Q3	$532K	Buy	+12,931	New	+$533K	0.01%	856

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

Kestra Advisory Services's SBIO Position: Q2 2026 in Review

Kestra Advisory Services increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 1.2% in Q2 2026, buying an estimated $5.26K and bringing the position to 8,282 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Kestra Advisory Services first reported a position in SBIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $812K in Q4 2020. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Kestra Advisory Services held 8,282 shares of ALPS Medical Breakthroughs ETF worth $535K as of Q2 2026.
Kestra Advisory Services bought 96 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $5.26K.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2293 holding.
Kestra Advisory Services first reported a position in ALPS Medical Breakthroughs ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's ALPS Medical Breakthroughs ETF position peaked at $812K in Q4 2020.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.