Carlson Financial »

Alps Etf Tr med breakthgh shares owned by Carlson Financial

Quarter-by-quarter ownership of Alps Etf Tr med breakthgh (SBIO) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Alps Etf Tr med breakthgh

Tip: Access up to 7 years of quarterly data

All positions including Alps Etf Tr med breakthgh held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alps Etf Tr med breakthgh by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $482k 7.4k 64.67
2026-03-31 $390k 7.5k 52.34
2025-12-31 $382k 7.5k 51.22

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Alps Etf Tr med breakthgh

Bank of America Corporation
UBS Group
Wells Fargo & Company
Connors Investor Services
Morgan Stanley
LPL Financial
Moran Wealth Management
Griffin Asset Management
Raymond James Financial
Stifel Financial
Sterling Investment Advisors
Silver Oak Securities
NTV Asset Management
Equitable Holdings
Commonwealth Equity Services

View all funds holding Alps Etf Tr med breakthgh