Phoenix Wealth Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Sell	8,432 -1,224	-13%	-$62.3K	0.17%	93
2025 Q4	$495K	Sell	9,656 -246	-2%	-$11.4K	0.19%	82
2025 Q3	$385K	Sell	9,902 -16,204	-62%	-$557K	0.15%	96
2025 Q2	$785K	Sell	26,106 -312	-1%	-$8.92K	0.33%	64
2025 Q1	$753K	Buy	26,418 +346	+1%	+$10.9K	0.33%	62
2024 Q4	$861K	Sell	26,072 -5	-0%	-$189	0.37%	53
2024 Q3	$973K	Buy	26,077 +226	+0.9%	+$8.24K	0.45%	49
2024 Q2	$868K	Sell	25,851 -219	-0.8%	-$7.34K	0.44%	50
2024 Q1	$932K	Buy	26,070 +15,132	+138%	+$524K	0.57%	45
2023 Q4	$359K	Buy	10,938 +1,130	+12%	+$30.3K	0.25%	78
2023 Q3	$267K	Buy	9,808 +224	+2%	+$6.75K	0.16%	96
2023 Q2	$302K	Sell	9,584 -460	-5%	-$14.3K	0.18%	83
2023 Q1	$273K	Buy	+10,044	New	+$303K	0.17%	84