PS
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Planned Solutions’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-200
Closed -$10K – 338
2020
Q4 		$10K Hold
200
– – 0.01% 332
2020
Q3 		$8K Buy
+200
New +$8.25K 0.01% 268

Other funds holding SBIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Planned Solutions's SBIO Position: Q1 2021 in Review

Planned Solutions sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2021, closing a stake of 200 shares — an estimated $10K sold.

Planned Solutions first reported a position in SBIO in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 70 funds tracked by Wall St. Rank hold SBIO as of Q1 2021.

  • Planned Solutions reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 200 ALPS Medical Breakthroughs ETF shares in Q1 2021, an estimated $10K.
  • Planned Solutions first reported a position in ALPS Medical Breakthroughs ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's ALPS Medical Breakthroughs ETF position peaked at $10K in Q4 2020.
  • 70 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.