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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Moran Wealth Management's SBIO Position: Q1 2026 in Review

Moran Wealth Management increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 39% in Q1 2026, buying an estimated $420K and bringing the position to 29,348 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #331.

Moran Wealth Management first reported a position in SBIO in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Moran Wealth Management held 29,348 shares of ALPS Medical Breakthroughs ETF worth $1.54M as of Q1 2026.
  • Moran Wealth Management bought 8,264 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $420K.
  • ALPS Medical Breakthroughs ETF made up 0.05% of Moran Wealth Management's portfolio in Q1 2026, its #331 holding.
  • Moran Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q2 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.