United Capital Financial Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

United Capital Financial 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
2022 Q1	–	Sell	-4,897	Closed	-$207K	–	1217
2021 Q4	$207K	Sell	4,897 -200	-4%	-$8.91K	﹤0.01%	1147
2021 Q3	$232K	Hold	5,097	–	–	﹤0.01%	1093
2021 Q2	$249K	Buy	5,097 +200	+4%	+$9.58K	﹤0.01%	1080
2021 Q1	$246K	Hold	4,897	–	–	﹤0.01%	1041
2020 Q4	$251K	Hold	4,897	–	–	﹤0.01%	1061
2020 Q3	$201K	Buy	4,897 +47	+1%	+$1.94K	﹤0.01%	1075
2020 Q2	$203K	Buy	+4,850	New	+$191K	﹤0.01%	1104
2020 Q1	–	Sell	-4,950	Closed	-$209K	–	1340
2019 Q4	$209K	Buy	+4,950	New	+$184K	﹤0.01%	1269
2018 Q1	–	Sell	-12,085	Closed	-$396K	–	1355
2017 Q4	$396K	Buy	+12,085	New	+$378K	﹤0.01%	1030

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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

United Capital Financial Advisors's SBIO Position: Q1 2022 in Review

United Capital Financial Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2022, closing a stake of 4,897 shares — an estimated $207K sold.

United Capital Financial Advisors first reported a position in SBIO in Q4 2017 and held it in 9 quarters. The position peaked at $396K in Q4 2017. 56 funds tracked by Wall St. Rank hold SBIO as of Q1 2022.

United Capital Financial Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,897 ALPS Medical Breakthroughs ETF shares in Q1 2022, an estimated $207K.
United Capital Financial Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q4 2017 and held it in 9 quarters.
United Capital Financial Advisors's ALPS Medical Breakthroughs ETF position peaked at $396K in Q4 2017.
56 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.