Sutton Wealth Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Sutton Wealth Advisors’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
2020 Q2	–	Sell	-100	Closed	-$3.17K	–	1273
2020 Q1	$3.17K	Hold	100	–	–	﹤0.01%	956
2019 Q4	$4.23K	Hold	100	–	–	﹤0.01%	967
2019 Q3	$3.16K	Hold	100	–	–	﹤0.01%	1005
2019 Q2	$3.61K	Hold	100	–	–	﹤0.01%	973
2019 Q1	$3.62K	Buy	+100	New	+$3.34K	﹤0.01%	976

Other funds holding SBIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Sutton Wealth Advisors's SBIO Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2020, closing a stake of 100 shares — an estimated $3.17K sold.

Sutton Wealth Advisors first reported a position in SBIO in Q1 2019 and held it in 5 quarters. The position peaked at $4.23K in Q4 2019. 53 funds tracked by Wall St. Rank hold SBIO as of Q2 2020.

Sutton Wealth Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2020 after selling out during the quarter.
Sutton Wealth Advisors sold 100 ALPS Medical Breakthroughs ETF shares in Q2 2020, an estimated $3.17K.
Sutton Wealth Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q1 2019 and held it in 5 quarters.
Sutton Wealth Advisors's ALPS Medical Breakthroughs ETF position peaked at $4.23K in Q4 2019.
53 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.