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

Moran 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
2026 Q2	$2.2M	Buy	34,030 +4,682	+16%	+$257K	0.06%	310
2026 Q1	$1.54M	Buy	29,348 +8,264	+39%	+$420K	0.05%	331
2025 Q4	$1.08M	Buy	21,084 +3,897	+23%	+$180K	0.03%	351
2025 Q3	$668K	Buy	17,187 +7,206	+72%	+$248K	0.02%	376
2025 Q2	$300K	Buy	+9,981	New	+$285K	0.01%	453

Other funds holding SBIO

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

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

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

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 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

GAM

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Moran Wealth Management's SBIO Position: Q2 2026 in Review

Moran Wealth Management increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 16% in Q2 2026, buying an estimated $257K and bringing the position to 34,030 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #310.

Moran Wealth Management first reported a position in SBIO in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Moran Wealth Management held 34,030 shares of ALPS Medical Breakthroughs ETF worth $2.2M as of Q2 2026.
Moran Wealth Management bought 4,682 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $257K.
ALPS Medical Breakthroughs ETF made up 0.06% of Moran Wealth Management's portfolio in Q2 2026, its #310 holding.
Moran Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.