Laurel Wealth Advisors (North Carolina)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-375	Closed	-$10K	–	599
2022 Q2	$10K	Hold	375	–	–	﹤0.01%	387
2022 Q1	$13K	Hold	375	–	–	﹤0.01%	388
2021 Q4	$16K	Hold	375	–	–	﹤0.01%	369
2021 Q3	$17K	Hold	375	–	–	﹤0.01%	362
2021 Q2	$18K	Hold	375	–	–	﹤0.01%	392
2021 Q1	$19K	Hold	375	–	–	﹤0.01%	360
2020 Q4	$19K	Buy	+375	New	+$17.8K	﹤0.01%	354

Other funds holding SBIO

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

BPA

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

SFS

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

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SBIO Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2022, closing a stake of 375 shares — an estimated $10K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SBIO in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q1 2021. 44 funds tracked by Wall St. Rank hold SBIO as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 375 ALPS Medical Breakthroughs ETF shares in Q3 2022, an estimated $10K.
Laurel Wealth Advisors (North Carolina) first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s ALPS Medical Breakthroughs ETF position peaked at $19K in Q1 2021.
44 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.