Weaver Consulting Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-15	Closed	-$1K	–	741
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	922
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	900
2020 Q1	$1K	Buy	+15	New	+$574	﹤0.01%	808
2019 Q4	–	Sell	-500	Closed	-$18K	–	868
2019 Q3	$18K	Hold	500	–	–	0.01%	371
2019 Q2	$18K	Hold	500	–	–	0.01%	354
2019 Q1	$17K	Buy	+500	New	+$16.7K	﹤0.01%	787

Other funds holding SBIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Weaver Consulting Group's SBIO Position: Q4 2020 in Review

Weaver Consulting Group sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2020, closing a stake of 15 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in SBIO in Q1 2019 and held it in 6 quarters. The position peaked at $18K in Q3 2019. 67 funds tracked by Wall St. Rank hold SBIO as of Q4 2020.

Weaver Consulting Group reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 15 ALPS Medical Breakthroughs ETF shares in Q4 2020, an estimated $1K.
Weaver Consulting Group first reported a position in ALPS Medical Breakthroughs ETF in Q1 2019 and held it in 6 quarters.
Weaver Consulting Group's ALPS Medical Breakthroughs ETF position peaked at $18K in Q3 2019.
67 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.