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Strategic Wealth Partners’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-187
Closed -$5 – 424
2019
Q3 		$5 Buy
+187
New +$6.57K ﹤0.01% 638

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's SBIO Position: Q4 2019 in Review

Strategic Wealth Partners sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2019, closing a stake of 187 shares — an estimated $5 sold.

Strategic Wealth Partners first reported a position in SBIO in Q3 2019 and held it in 1 quarter. The position peaked at $5 in Q3 2019. 51 funds tracked by Wall St. Rank hold SBIO as of Q4 2019.

  • Strategic Wealth Partners reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 187 ALPS Medical Breakthroughs ETF shares in Q4 2019, an estimated $5.
  • Strategic Wealth Partners first reported a position in ALPS Medical Breakthroughs ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's ALPS Medical Breakthroughs ETF position peaked at $5 in Q3 2019.
  • 51 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.