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Wagner Wealth Management (South Carolina)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$51K Buy
+1,285
New +$48.7K 0.03% 252

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SBIO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) opened a new position in ALPS Medical Breakthroughs ETF (SBIO) in Q3 2018: 1,285 shares worth $51K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings.

55 funds tracked by Wall St. Rank hold SBIO as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,285 shares of ALPS Medical Breakthroughs ETF worth $51K as of Q3 2018.
  • ALPS Medical Breakthroughs ETF was a new Wagner Wealth Management (South Carolina) position in Q3 2018.
  • ALPS Medical Breakthroughs ETF made up 0.03% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #252 holding.
  • 55 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.