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Sterling Investment Advisors (Pennsylvania)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$1.54M Buy
23,800
+1,775
+8% +$97.3K 0.26% 90
2026
Q1 		$1.15M Buy
22,025
+7,350
+50% +$374K 0.21% 93
2025
Q4 		$752K Buy
14,675
+6,575
+81% +$304K 0.14% 115
2025
Q3 		$315K Buy
+8,100
New +$278K 0.06% 158

Other funds holding SBIO

LPL Financial
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SBIO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 8.1% in Q2 2026, buying an estimated $97.3K and bringing the position to 23,800 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #90.

Sterling Investment Advisors (Pennsylvania) first reported a position in SBIO in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SBIO as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 23,800 shares of ALPS Medical Breakthroughs ETF worth $1.54M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 1,775 ALPS Medical Breakthroughs ETF shares in Q2 2026, an estimated $97.3K.
  • ALPS Medical Breakthroughs ETF made up 0.26% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #90 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ALPS Medical Breakthroughs ETF in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.