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Wealthcare Advisory Partners’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Wealthcare Advisory Partners’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
2019
Q4 		– Sell
-1,894
Closed -$60K – 1432
2019
Q3 		$60K Sell
1,894
-852
-31% -$29.9K 0.01% 495
2019
Q2 		$99K Buy
+2,746
New +$94.7K 0.02% 383

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthcare Advisory Partners's SBIO Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2019, closing a stake of 1,894 shares — an estimated $60K sold.

Wealthcare Advisory Partners first reported a position in SBIO in Q2 2019 and held it in 2 quarters. The position peaked at $99K in Q2 2019. 51 funds tracked by Wall St. Rank hold SBIO as of Q4 2019.

  • Wealthcare Advisory Partners reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,894 ALPS Medical Breakthroughs ETF shares in Q4 2019, an estimated $60K.
  • Wealthcare Advisory Partners first reported a position in ALPS Medical Breakthroughs ETF in Q2 2019 and held it in 2 quarters.
  • Wealthcare Advisory Partners's ALPS Medical Breakthroughs ETF position peaked at $99K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.