Kings Point Capital Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Kings Point Capital Management’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
2022 Q1	$54K	Hold	1,598	–	–	﹤0.01%	338
2021 Q4	$67K	Hold	1,598	–	–	0.01%	355
2021 Q3	$73K	Hold	1,598	–	–	0.01%	314
2021 Q2	$78K	Hold	1,598	–	–	0.01%	300
2021 Q1	$80K	Hold	1,598	–	–	0.01%	293
2020 Q4	$82K	Hold	1,598	–	–	0.01%	270
2020 Q3	$66K	Hold	1,598	–	–	0.01%	283
2020 Q2	$67K	Hold	1,598	–	–	0.01%	251
2020 Q1	$51K	Buy	+1,598	New	+$61.1K	0.01%	279

Other funds holding SBIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Kings Point Capital Management's SBIO Position: Q1 2022 in Review

Kings Point Capital Management held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q1 2022 at 1,598 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Kings Point Capital Management first reported a position in SBIO in Q1 2020 and has held it in 9 quarters since. The position peaked at $82K in Q4 2020. 56 funds tracked by Wall St. Rank hold SBIO as of Q1 2022.

Kings Point Capital Management held 1,598 shares of ALPS Medical Breakthroughs ETF worth $54K as of Q1 2022.
Kings Point Capital Management left its ALPS Medical Breakthroughs ETF share count unchanged in Q1 2022.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #338 holding.
Kings Point Capital Management first reported a position in ALPS Medical Breakthroughs ETF in Q1 2020 and has held it in 9 quarters since.
Kings Point Capital Management's ALPS Medical Breakthroughs ETF position peaked at $82K in Q4 2020.
56 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.