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

Mosley 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 		– Sell
-37
Closed -$1.44K – 815
2026
Q1 		$1.44K Buy
+37
New +$1.88K ﹤0.01% 407

Other funds holding SBIO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
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
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Mosley Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026, closing a stake of 37 shares — an estimated $1.44K sold.

Mosley Wealth Management first reported a position in SBIO in Q1 2026 and held it in 1 quarter. The position peaked at $1.44K in Q1 2026. 33 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

  • Mosley Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 37 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $1.44K.
  • Mosley Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $1.44K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.