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Wealthstreet Investment Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-32,636
Closed -$1.64M – 275
2021
Q1 		$1.64M Sell
32,636
-550
-2% -$30.5K 0.16% 129
2020
Q4 		$1.7M Buy
33,186
+200
+0.6% +$9.52K 0.17% 127
2020
Q3 		$1.36M Buy
32,986
+350
+1% +$14.4K 0.15% 132
2020
Q2 		$1.36M Buy
32,636
+400
+1% +$15.8K 0.17% 123
2020
Q1 		$1.02M Buy
32,236
+1,750
+6% +$66.9K 0.15% 125
2019
Q4 		$1.29M Hold
30,486
– – 0.15% 131
2019
Q3 		$1.06M Buy
30,486
+875
+3% +$30.8K 0.14% 133
2019
Q2 		$1.07M Buy
29,611
+250
+0.9% +$8.62K 0.14% 141
2019
Q1 		$1.06M Buy
29,361
+1,150
+4% +$38.4K 0.14% 138
2018
Q4 		$873K Buy
28,211
+4,201
+17% +$139K 0.12% 149
2018
Q3 		$945K Buy
24,010
+5,600
+30% +$212K 0.12% 160
2018
Q2 		$686K Buy
18,410
+9,810
+114% +$356K 0.09% 199
2018
Q1 		$294K Buy
+8,600
New +$301K 0.04% 285

Other funds holding SBIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wealthstreet Investment Advisors's SBIO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2021, closing a stake of 32,636 shares — an estimated $1.64M sold.

Wealthstreet Investment Advisors first reported a position in SBIO in Q1 2018 and held it in 13 quarters. The position peaked at $1.7M in Q4 2020. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 32,636 ALPS Medical Breakthroughs ETF shares in Q2 2021, an estimated $1.64M.
  • Wealthstreet Investment Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q1 2018 and held it in 13 quarters.
  • Wealthstreet Investment Advisors's ALPS Medical Breakthroughs ETF position peaked at $1.7M in Q4 2020.
  • 66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.