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 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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 $910M AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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.