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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
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 $1.37T 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 $887M AUM 21.42% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Mount Yale Investment Advisors's SBIO Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 0.54% in Q1 2026, selling an estimated $2.44K and leaving 8,915 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #737.

Mount Yale Investment Advisors first reported a position in SBIO in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Mount Yale Investment Advisors held 8,915 shares of ALPS Medical Breakthroughs ETF worth $467K as of Q1 2026.
  • Mount Yale Investment Advisors sold 48 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $2.44K.
  • ALPS Medical Breakthroughs ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #737 holding.
  • Mount Yale Investment Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.