SL
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Salomon & Ludwin’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Salomon & Ludwin’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 		$5.35K Hold
100
– – ﹤0.01% 1748
2025
Q4 		$4.9K Hold
100
– – ﹤0.01% 1788
2025
Q3 		$3.98K Hold
100
– – ﹤0.01% 1814
2025
Q2 		$3.06K Hold
100
– – ﹤0.01% 614
2025
Q1 		$2.85K Hold
100
– – ﹤0.01% 563
2024
Q4 		$3.3K Hold
100
– – ﹤0.01% 548
2024
Q3 		$3.73K Hold
100
– – ﹤0.01% 552
2024
Q2 		$3.36K Hold
100
– – ﹤0.01% 561
2024
Q1 		$3.58K Hold
100
– – ﹤0.01% 669
2023
Q4 		$2.72K Hold
100
– – ﹤0.01% 636
2023
Q3 		$2.72K Buy
+100
New +$3.01K ﹤0.01% 634

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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 $887M AUM 21.42% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return