Tradition Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Tradition Wealth Management’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
2022 Q2	–	Sell	-313	Closed	-$11K	–	1140
2022 Q1	$11K	Hold	313	–	–	﹤0.01%	883
2021 Q4	$13K	Hold	313	–	–	﹤0.01%	850
2021 Q3	$14K	Hold	313	–	–	﹤0.01%	823
2021 Q2	$15K	Hold	313	–	–	﹤0.01%	834
2021 Q1	$16K	Hold	313	–	–	﹤0.01%	686
2020 Q4	$16K	Buy	+313	New	+$14.9K	﹤0.01%	637

Other funds holding SBIO

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Tradition Wealth Management's SBIO Position: Q2 2022 in Review

Tradition Wealth Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2022, closing a stake of 313 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in SBIO in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q1 2021. 52 funds tracked by Wall St. Rank hold SBIO as of Q2 2022.

Tradition Wealth Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 313 ALPS Medical Breakthroughs ETF shares in Q2 2022, an estimated $11K.
Tradition Wealth Management first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's ALPS Medical Breakthroughs ETF position peaked at $16K in Q1 2021.
52 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.