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

Phoenix Wealth 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
2026 Q2	$542K	Sell	8,390 -42	-0.5%	-$2.3K	0.18%	79
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

Other funds holding SBIO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MWM

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

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Phoenix Wealth Advisors's SBIO Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 0.5% in Q2 2026, selling an estimated $2.3K and leaving 8,390 shares worth $542K. The position accounts for 0.18% of the portfolio, ranked #79.

Phoenix Wealth Advisors first reported a position in SBIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $973K in Q3 2024. 65 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Phoenix Wealth Advisors held 8,390 shares of ALPS Medical Breakthroughs ETF worth $542K as of Q2 2026.
Phoenix Wealth Advisors sold 42 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $2.3K.
ALPS Medical Breakthroughs ETF made up 0.18% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Phoenix Wealth Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q1 2023 and has held it in 14 quarters since.
Phoenix Wealth Advisors's ALPS Medical Breakthroughs ETF position peaked at $973K in Q3 2024.
65 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.