Phoenix Financial’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Phoenix Financial’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	–	Sell	-1,465,173	Closed	-$38.3M	–	526
2025 Q4	$38.3M	Hold	1,465,173	–	–	0.41%	45
2025 Q3	$35.6M	Hold	1,465,173	–	–	0.43%	45
2025 Q2	$35M	Hold	1,465,173	–	–	0.46%	44
2025 Q1	$32.6M	Buy	+1,465,173	New	+$46.3M	0.5%	41
2023 Q2	–	Sell	-12,800	Closed	-$462K	–	357
2023 Q1	$462K	Hold	12,800	–	–	0.01%	220
2022 Q4	$390K	Hold	12,800	–	–	0.01%	228
2022 Q3	$288K	Hold	12,800	–	–	0.01%	284
2022 Q2	$367K	Hold	12,800	–	–	0.01%	297
2022 Q1	$414K	Sell	12,800 -134,100	-91%	-$4.65M	0.01%	308
2021 Q4	$5.39M	Hold	146,900	–	–	0.09%	127
2021 Q3	$5.1M	Buy	146,900 +61,900	+73%	+$2.84M	0.09%	128
2021 Q2	$3.06M	Hold	85,000	–	–	0.06%	178
2021 Q1	$3.36M	Buy	+85,000	New	+$4.71M	0.08%	172

Other funds holding SBIO

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $949M AUM 24.98% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Phoenix Financial's SBIO Position: Q1 2026 in Review

Phoenix Financial sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2026, closing a stake of 1,465,173 shares — an estimated $38.3M sold.

Phoenix Financial first reported a position in SBIO in Q1 2021 and held it in 13 quarters. The position peaked at $38.3M in Q4 2025. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

Phoenix Financial reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 1,465,173 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $38.3M.
Phoenix Financial first reported a position in ALPS Medical Breakthroughs ETF in Q1 2021 and held it in 13 quarters.
Phoenix Financial's ALPS Medical Breakthroughs ETF position peaked at $38.3M in Q4 2025.
59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.