Rossby Financial’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Rossby 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	$72.9K	Sell	1,380 -3,100	-69%	-$158K	0.01%	630
2025 Q4	$229K	Sell	4,480 -200	-4%	-$9.25K	0.07%	259
2025 Q3	$182K	Hold	4,680	–	–	0.06%	303
2025 Q2	$141K	Sell	4,680 -500	-10%	-$14.3K	0.05%	316
2025 Q1	$147K	Buy	+5,180	New	+$164K	0.06%	286

Other funds holding SBIO

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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 $949M AUM 24.98% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Rossby Financial's SBIO Position: Q1 2026 in Review

Rossby Financial reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 69% in Q1 2026, selling an estimated $158K and leaving 1,380 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #630.

Rossby Financial first reported a position in SBIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $229K in Q4 2025. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

Rossby Financial held 1,380 shares of ALPS Medical Breakthroughs ETF worth $72.9K as of Q1 2026.
Rossby Financial sold 3,100 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $158K.
ALPS Medical Breakthroughs ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #630 holding.
Rossby Financial first reported a position in ALPS Medical Breakthroughs ETF in Q1 2025 and has held it in 5 quarters since.
Rossby Financial's ALPS Medical Breakthroughs ETF position peaked at $229K in Q4 2025.
59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.