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Mount Yale Investment Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Mount Yale Investment Advisors’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 		$726K Buy
11,225
+2,310
+26% +$127K 0.01% 676
2026
Q1 		$467K Sell
8,915
-48
-0.5% -$2.44K 0.01% 737
2025
Q4 		$459K Buy
+8,963
New +$415K 0.02% 480

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's SBIO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 26% in Q2 2026, buying an estimated $127K and bringing the position to 11,225 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #676.

Mount Yale Investment Advisors first reported a position in SBIO in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

  • Mount Yale Investment Advisors held 11,225 shares of ALPS Medical Breakthroughs ETF worth $726K as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,310 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $127K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #676 holding.
  • Mount Yale Investment Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.