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

MGB 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
2025 Q4	$51.2K	Buy	+1,000	New	+$46.3K	0.01%	263

Other funds holding SBIO

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGB Wealth Management's SBIO Position: Q4 2025 in Review

MGB Wealth Management opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q4 2025: 1,000 shares worth $51.2K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

59 funds tracked by Wall St. Rank hold SBIO as of Q4 2025.

MGB Wealth Management held 1,000 shares of ALPS Medical Breakthroughs ETF worth $51.2K as of Q4 2025.
ALPS Medical Breakthroughs ETF was a new MGB Wealth Management position in Q4 2025.
ALPS Medical Breakthroughs ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #263 holding.
59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.