Advyzon Investment Management’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Advyzon Investment Management’s Portfolio WBIF Stock Details WBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$978K	Buy	27,384 +285	+1%	+$9.51K	0.07%	268
2026 Q1	$847K	Buy	27,099 +52	+0.2%	+$1.66K	0.08%	262
2025 Q4	$837K	Sell	27,047 -3,769	-12%	-$117K	0.1%	205
2025 Q3	$958K	Sell	30,816 -1,601	-5%	-$47.8K	0.16%	135
2025 Q2	$933K	Buy	+32,417	New	+$892K	0.21%	105

Other funds holding WBIF

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advyzon Investment Management's WBIF Position: Q2 2026 in Review

Advyzon Investment Management increased its WBI BullBear Value 3000 ETF (WBIF) stake by 1.1% in Q2 2026, buying an estimated $9.51K and bringing the position to 27,384 shares worth $978K. The position accounts for 0.07% of the portfolio, ranked #268.

Advyzon Investment Management first reported a position in WBIF in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold WBIF as of Q2 2026.

Advyzon Investment Management held 27,384 shares of WBI BullBear Value 3000 ETF worth $978K as of Q2 2026.
Advyzon Investment Management bought 285 WBI BullBear Value 3000 ETF shares in Q2 2026, an estimated $9.51K.
WBI BullBear Value 3000 ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #268 holding.
Advyzon Investment Management first reported a position in WBI BullBear Value 3000 ETF in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.