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Kraematon Investment Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Kraematon Investment Advisors’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
2023
Q1 		– Sell
-170
Closed -$5.16K – 218
2022
Q4 		$5.16K Buy
+170
New +$5.12K 0.01% 222

Other funds holding SBIO

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kraematon Investment Advisors's SBIO Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2023, closing a stake of 170 shares — an estimated $5.16K sold.

Kraematon Investment Advisors first reported a position in SBIO in Q4 2022 and held it in 1 quarter. The position peaked at $5.16K in Q4 2022. 40 funds tracked by Wall St. Rank hold SBIO as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 170 ALPS Medical Breakthroughs ETF shares in Q1 2023, an estimated $5.16K.
  • Kraematon Investment Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's ALPS Medical Breakthroughs ETF position peaked at $5.16K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.