Raymond James Financial
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Raymond James Financial’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Raymond James 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 		$2.82M Sell
53,830
-42,189
-44% -$2.15M ﹤0.01% 3073
2025
Q4 		$4.92M Buy
+96,019
New +$4.44M ﹤0.01% 2526
2025
Q3 		– Sell
-2,712
Closed -$81.6K – 6428
2025
Q2 		$81.6K Buy
+2,712
New +$77.6K ﹤0.01% 4964

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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 $887M AUM 21.42% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Raymond James Financial's SBIO Position: Q1 2026 in Review

Raymond James Financial reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 44% in Q1 2026, selling an estimated $2.15M and leaving 53,830 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Raymond James Financial first reported a position in SBIO in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.92M in Q4 2025. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

  • Raymond James Financial held 53,830 shares of ALPS Medical Breakthroughs ETF worth $2.82M as of Q1 2026.
  • Raymond James Financial sold 42,189 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $2.15M.
  • ALPS Medical Breakthroughs ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3073 holding.
  • Raymond James Financial first reported a position in ALPS Medical Breakthroughs ETF in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's ALPS Medical Breakthroughs ETF position peaked at $4.92M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.