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NewEdge Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

NewEdge 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
2023
Q1 		– Sell
-400
Closed -$12.2K – 4019
2022
Q4 		$12.2K Buy
+400
New +$12K ﹤0.01% 2306

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's SBIO Position: Q1 2023 in Review

NewEdge Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2023, closing a stake of 400 shares — an estimated $12.2K sold.

NewEdge Advisors first reported a position in SBIO in Q4 2022 and held it in 1 quarter. The position peaked at $12.2K in Q4 2022. 39 funds tracked by Wall St. Rank hold SBIO as of Q1 2023.

  • NewEdge Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 400 ALPS Medical Breakthroughs ETF shares in Q1 2023, an estimated $12.2K.
  • NewEdge Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's ALPS Medical Breakthroughs ETF position peaked at $12.2K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.