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

Stifel 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	$1.21M	Buy	23,129 +3,260	+16%	+$166K	﹤0.01%	2321
2025 Q4	$1.02M	Buy	+19,869	New	+$919K	﹤0.01%	2429
2023 Q2	–	Sell	-25,145	Closed	-$684K	–	3404
2023 Q1	$684K	Buy	+25,145	New	+$759K	﹤0.01%	2325
2022 Q2	–	Sell	-29,307	Closed	-$986K	–	3446
2022 Q1	$986K	Buy	29,307 +22,286	+317%	+$772K	﹤0.01%	2123
2021 Q4	$297K	Sell	7,021 -13,159	-65%	-$586K	﹤0.01%	2919
2021 Q3	$918K	Sell	20,180 -518	-3%	-$23.8K	﹤0.01%	2156
2021 Q2	$1.01M	Buy	20,698 +1,720	+9%	+$82.4K	﹤0.01%	2085
2021 Q1	$954K	Buy	18,978 +13,738	+262%	+$761K	﹤0.01%	2019
2020 Q4	$268K	Buy	+5,240	New	+$249K	﹤0.01%	2659
2020 Q3	–	Sell	-20,150	Closed	-$843K	–	2974
2020 Q2	$843K	Sell	20,150 -2,085	-9%	-$82.3K	﹤0.01%	1681
2020 Q1	$706K	Sell	22,235 -1,425	-6%	-$54.5K	﹤0.01%	1636
2019 Q4	$999K	Sell	23,660 -125	-0.5%	-$4.64K	﹤0.01%	1833
2019 Q3	$751K	Buy	+23,785	New	+$836K	﹤0.01%	1938

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 $887M AUM 21.42% 1-Year Est. Return

MWM

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

Stifel Financial's SBIO Position: Q1 2026 in Review

Stifel Financial increased its ALPS Medical Breakthroughs ETF (SBIO) stake by 16% in Q1 2026, buying an estimated $166K and bringing the position to 23,129 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Stifel Financial first reported a position in SBIO in Q3 2019 and has held it in 13 quarters since. 59 funds tracked by Wall St. Rank hold SBIO as of Q1 2026.

Stifel Financial held 23,129 shares of ALPS Medical Breakthroughs ETF worth $1.21M as of Q1 2026.
Stifel Financial bought 3,260 ALPS Medical Breakthroughs ETF shares in Q1 2026, an estimated $166K.
ALPS Medical Breakthroughs ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2321 holding.
Stifel Financial first reported a position in ALPS Medical Breakthroughs ETF in Q3 2019 and has held it in 13 quarters since.
59 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.