AIM
WBIF icon

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
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

MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advyzon Investment Management's WBIF Position: Q1 2026 in Review

Advyzon Investment Management increased its WBI BullBear Value 3000 ETF (WBIF) stake by 0.19% in Q1 2026, buying an estimated $1.66K and bringing the position to 27,099 shares worth $847K. The position accounts for 0.08% of the portfolio, ranked #262.

Advyzon Investment Management first reported a position in WBIF in Q2 2025 and has held it in 4 quarters since. The position peaked at $958K in Q3 2025. 12 funds tracked by Wall St. Rank hold WBIF as of Q1 2026.

  • Advyzon Investment Management held 27,099 shares of WBI BullBear Value 3000 ETF worth $847K as of Q1 2026.
  • Advyzon Investment Management bought 52 WBI BullBear Value 3000 ETF shares in Q1 2026, an estimated $1.66K.
  • WBI BullBear Value 3000 ETF made up 0.08% of Advyzon Investment Management's portfolio in Q1 2026, its #262 holding.
  • Advyzon Investment Management first reported a position in WBI BullBear Value 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's WBI BullBear Value 3000 ETF position peaked at $958K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.