MV Capital Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

MV Capital 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
2021 Q4	–	Sell	-400	Closed	-$18K	–	720
2021 Q3	$18K	Hold	400	–	–	﹤0.01%	331
2021 Q2	$20K	Buy	+400	New	+$19.2K	﹤0.01%	281

Other funds holding SBIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MV Capital Management's SBIO Position: Q4 2021 in Review

MV Capital Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2021, closing a stake of 400 shares — an estimated $18K sold.

MV Capital Management first reported a position in SBIO in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 66 funds tracked by Wall St. Rank hold SBIO as of Q4 2021.

MV Capital Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2021 after selling out during the quarter.
MV Capital Management sold 400 ALPS Medical Breakthroughs ETF shares in Q4 2021, an estimated $18K.
MV Capital Management first reported a position in ALPS Medical Breakthroughs ETF in Q2 2021 and held it in 2 quarters.
MV Capital Management's ALPS Medical Breakthroughs ETF position peaked at $20K in Q2 2021.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2021.

Based on MV Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.