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Mascoma Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Mascoma Wealth 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
Q2 		– Sell
-123
Closed -$4K – 636
2022
Q1 		$4K Hold
123
– – ﹤0.01% 527
2021
Q4 		$5K Buy
+123
New +$5.48K ﹤0.01% 461

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return

Mascoma Wealth Management's SBIO Position: Q2 2022 in Review

Mascoma Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2022, closing a stake of 123 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in SBIO in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 52 funds tracked by Wall St. Rank hold SBIO as of Q2 2022.

  • Mascoma Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 123 ALPS Medical Breakthroughs ETF shares in Q2 2022, an estimated $4K.
  • Mascoma Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $5K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.