McGuire Investment Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

McGuire Investment Group’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
2026 Q2	$488K	Sell	7,550 -1,248	-14%	-$68.4K	0.04%	104
2026 Q1	$460K	Hold	8,798	–	–	0.05%	96
2025 Q4	$451K	Buy	8,798 +488	+6%	+$22.6K	0.05%	97
2025 Q3	$323K	Hold	8,310	–	–	0.04%	105
2025 Q2	$250K	Hold	8,310	–	–	0.03%	104
2025 Q1	$237K	Sell	8,310 -2,000	-19%	-$63.2K	0.04%	102
2024 Q4	$341K	Buy	10,310 +2,260	+28%	+$85.3K	0.05%	91
2024 Q3	$301K	Sell	8,050 -500	-6%	-$18.2K	0.04%	105
2024 Q2	$287K	Hold	8,550	–	–	0.04%	101
2024 Q1	$306K	Buy	8,550 +1,150	+16%	+$39.8K	0.04%	102
2023 Q4	$244K	Buy	+7,400	New	+$199K	0.04%	109

Other funds holding SBIO

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

McGuire Investment Group's SBIO Position: Q2 2026 in Review

McGuire Investment Group reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 14% in Q2 2026, selling an estimated $68.4K and leaving 7,550 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #104.

McGuire Investment Group first reported a position in SBIO in Q4 2023 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

McGuire Investment Group held 7,550 shares of ALPS Medical Breakthroughs ETF worth $488K as of Q2 2026.
McGuire Investment Group sold 1,248 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $68.4K.
ALPS Medical Breakthroughs ETF made up 0.04% of McGuire Investment Group's portfolio in Q2 2026, its #104 holding.
McGuire Investment Group first reported a position in ALPS Medical Breakthroughs ETF in Q4 2023 and has held it in 11 quarters since.
25 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.