Retirement Planning Company of New England’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Retirement Planning Company of New England’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	$287K	Sell	4,438 -124	-3%	-$6.79K	0.1%	211
2026 Q1	$239K	Sell	4,562 -73	-2%	-$3.71K	0.1%	221
2025 Q4	$237K	Buy	+4,635	New	+$214K	0.1%	222
2025 Q1	–	Sell	-6,894	Closed	-$228K	–	237
2024 Q4	$228K	Sell	6,894 -610	-8%	-$23K	0.11%	209
2024 Q3	$280K	Buy	7,504 +134	+2%	+$4.89K	0.14%	178
2024 Q2	$247K	Sell	7,370 -396	-5%	-$13.3K	0.13%	180
2024 Q1	$278K	Buy	7,766 +11	+0.1%	+$381	0.15%	176
2023 Q4	$255K	Buy	+7,755	New	+$208K	0.12%	185
2023 Q3	–	Sell	-8,217	Closed	-$259K	–	227
2023 Q2	$259K	Buy	8,217 +169	+2%	+$5.25K	0.15%	174
2023 Q1	$219K	Buy	8,048 +248	+3%	+$7.49K	0.13%	196
2022 Q4	$237K	Sell	7,800 -418	-5%	-$12.6K	0.15%	179
2022 Q3	$247K	Buy	8,218 +502	+7%	+$15.9K	0.18%	167
2022 Q2	$213K	Buy	+7,716	New	+$220K	0.15%	192
2022 Q1	–	Sell	-3,338	Closed	-$140K	–	743
2021 Q4	$140K	Buy	+3,338	New	+$149K	0.07%	264

Other funds holding SBIO

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

FFASIA

FIG FINANCIAL ADVISORY SERVICES INC /ADV Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Retirement Planning Company of New England's SBIO Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 2.7% in Q2 2026, selling an estimated $6.79K and leaving 4,438 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #211.

Retirement Planning Company of New England first reported a position in SBIO in Q4 2021 and has held it in 14 quarters since. 46 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Retirement Planning Company of New England held 4,438 shares of ALPS Medical Breakthroughs ETF worth $287K as of Q2 2026.
Retirement Planning Company of New England sold 124 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $6.79K.
ALPS Medical Breakthroughs ETF made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #211 holding.
Retirement Planning Company of New England first reported a position in ALPS Medical Breakthroughs ETF in Q4 2021 and has held it in 14 quarters since.
46 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.