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 Q2	$1.76M	Sell	27,244 -26,586	-49%	-$1.46M	﹤0.01%	3580
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 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

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

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Raymond James Financial's SBIO Position: Q2 2026 in Review

Raymond James Financial reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 49% in Q2 2026, selling an estimated $1.46M and leaving 27,244 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

Raymond James Financial first reported a position in SBIO in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.92M in Q4 2025. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Raymond James Financial held 27,244 shares of ALPS Medical Breakthroughs ETF worth $1.76M as of Q2 2026.
Raymond James Financial sold 26,586 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $1.46M.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3580 holding.
Raymond James Financial first reported a position in ALPS Medical Breakthroughs ETF in Q2 2025 and has held it in 4 quarters since.
Raymond James Financial's ALPS Medical Breakthroughs ETF position peaked at $4.92M in Q4 2025.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.