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Advyzon Investment Management’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Advyzon Investment Management’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$972K Buy
41,304
+281
+0.7% +$6.74K 0.09% 237
2025
Q4 		$962K Sell
41,023
-3,938
-9% -$92.5K 0.11% 187
2025
Q3 		$1.04M Sell
44,961
-4,048
-8% -$90.9K 0.18% 123
2025
Q2 		$1.07M Buy
+49,009
New +$1.04M 0.24% 94

Other funds holding WBIG

MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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 $110B AUM 26.29% 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 WBIG Position: Q1 2026 in Review

Advyzon Investment Management increased its WBI BullBear Yield 3000 ETF (WBIG) stake by 0.68% in Q1 2026, buying an estimated $6.74K and bringing the position to 41,304 shares worth $972K. The position accounts for 0.09% of the portfolio, ranked #237.

Advyzon Investment Management first reported a position in WBIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q2 2025. 14 funds tracked by Wall St. Rank hold WBIG as of Q1 2026.

  • Advyzon Investment Management held 41,304 shares of WBI BullBear Yield 3000 ETF worth $972K as of Q1 2026.
  • Advyzon Investment Management bought 281 WBI BullBear Yield 3000 ETF shares in Q1 2026, an estimated $6.74K.
  • WBI BullBear Yield 3000 ETF made up 0.09% of Advyzon Investment Management's portfolio in Q1 2026, its #237 holding.
  • Advyzon Investment Management first reported a position in WBI BullBear Yield 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's WBI BullBear Yield 3000 ETF position peaked at $1.07M in Q2 2025.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q1 2026.

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