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

Optimum 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
2015 Q1	$30K	Buy	+990	New	+$27.8K	0.01%	606

Other funds holding SBIO

Jane Street New York $777B AUM 61.18% 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

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Optimum Investment Advisors's SBIO Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q1 2015: 990 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings.

13 funds tracked by Wall St. Rank hold SBIO as of Q1 2015.

Optimum Investment Advisors held 990 shares of ALPS Medical Breakthroughs ETF worth $30K as of Q1 2015.
ALPS Medical Breakthroughs ETF was a new Optimum Investment Advisors position in Q1 2015.
ALPS Medical Breakthroughs ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #606 holding.
13 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.