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Alps Etf Tr med breakthgh shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr med breakthgh by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $518 10 51.80

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Alps Etf Tr med breakthgh

Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
UBS Group
LPL Financial
Morgan Stanley
Connors Investor Services
Griffin Asset Management
Moran Wealth Management
Alan Leist III
Stifel Financial
Sterling Investment Advisors
NTV Asset Management
Virtu Financial
Citadel Advisors

View all funds holding Alps Etf Tr med breakthgh