Lenox Wealth Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	729
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	752
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	639
2021 Q2	$2K	Hold	38	–	–	﹤0.01%	648
2021 Q1	$2K	Hold	38	–	–	﹤0.01%	628
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	582
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	524
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	529
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	722
2019 Q4	$2K	Hold	38	–	–	﹤0.01%	620
2019 Q3	$1K	Hold	38	–	–	﹤0.01%	594
2019 Q2	$1K	Buy	+38	New	+$1.31K	﹤0.01%	391

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

Lenox Wealth Advisors's SBIO Position: Q1 2022 in Review

Lenox Wealth Advisors held its ALPS Medical Breakthroughs ETF (SBIO) position steady in Q1 2022 at 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Lenox Wealth Advisors first reported a position in SBIO in Q2 2019 and has held it in 12 quarters since. The position peaked at $2K in Q4 2021. 56 funds tracked by Wall St. Rank hold SBIO as of Q1 2022.

Lenox Wealth Advisors held 38 shares of ALPS Medical Breakthroughs ETF worth $1K as of Q1 2022.
Lenox Wealth Advisors left its ALPS Medical Breakthroughs ETF share count unchanged in Q1 2022.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #729 holding.
Lenox Wealth Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's ALPS Medical Breakthroughs ETF position peaked at $2K in Q4 2021.
56 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.