Ridgewood Investments’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Ridgewood Investments’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
2024 Q4	–	Sell	-15,500	Closed	-$5.73K	–	746
2024 Q3	$5.73K	Sell	15,500 -4,600	-23%	-$168K	﹤0.01%	573
2024 Q2	$3.6K	Buy	+20,100	New	+$673K	﹤0.01%	623
2023 Q4	–	Sell	-25,800	Closed	-$9.69K	–	198
2023 Q3	$9.69K	Sell	25,800 -9,600	-27%	-$289K	0.01%	172
2023 Q2	$21.4K	Buy	35,400 +7,200	+26%	+$224K	0.01%	439
2023 Q1	$21.9K	Buy	+28,200	New	+$851K	0.01%	450

Other funds holding SBIO

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

GAM

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

Ridgewood Investments's SBIO Position: Q4 2024 in Review

Ridgewood Investments sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2024, closing a stake of 15,500 shares — an estimated $5.73K sold.

Ridgewood Investments first reported a position in SBIO in Q1 2023 and held it in 5 quarters. The position peaked at $21.9K in Q1 2023. 35 funds tracked by Wall St. Rank hold SBIO as of Q4 2024.

Ridgewood Investments reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2024 after selling out during the quarter.
Ridgewood Investments sold 15,500 ALPS Medical Breakthroughs ETF shares in Q4 2024, an estimated $5.73K.
Ridgewood Investments first reported a position in ALPS Medical Breakthroughs ETF in Q1 2023 and held it in 5 quarters.
Ridgewood Investments's ALPS Medical Breakthroughs ETF position peaked at $21.9K in Q1 2023.
35 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.