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 Q2	–	Sell	-1,380	Closed	-$72.9K	–	2315
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 $1.55T 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rossby Financial's SBIO Position: Q2 2026 in Review

Rossby Financial sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2026, closing a stake of 1,380 shares — an estimated $72.9K sold.

Rossby Financial first reported a position in SBIO in Q1 2025 and held it in 5 quarters. The position peaked at $229K in Q4 2025. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

Rossby Financial reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 1,380 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $72.9K.
Rossby Financial first reported a position in ALPS Medical Breakthroughs ETF in Q1 2025 and held it in 5 quarters.
Rossby Financial's ALPS Medical Breakthroughs ETF position peaked at $229K in Q4 2025.
66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.