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TS Financial Group (TSFG)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

TS Financial Group (TSFG)’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
2024
Q4 		– Sell
-150
Closed -$6K – 806
2024
Q3 		$6K Buy
+150
New +$5.47K ﹤0.01% 574

Other funds holding SBIO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

TS Financial Group (TSFG)'s SBIO Position: Q4 2024 in Review

TS Financial Group (TSFG) sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2024, closing a stake of 150 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in SBIO in Q3 2024 and held it in 1 quarter. The position peaked at $6K in Q3 2024. 35 funds tracked by Wall St. Rank hold SBIO as of Q4 2024.

  • TS Financial Group (TSFG) reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 150 ALPS Medical Breakthroughs ETF shares in Q4 2024, an estimated $6K.
  • TS Financial Group (TSFG) first reported a position in ALPS Medical Breakthroughs ETF in Q3 2024 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s ALPS Medical Breakthroughs ETF position peaked at $6K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2024, filed 13 Jan 2025.