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 Q2	$1.08M	Buy	41,843 +539	+1%	+$13.3K	0.08%	243
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

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 22.9% 1-Year Est. Return

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

AFP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WIA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

Advyzon Investment Management increased its WBI BullBear Yield 3000 ETF (WBIG) stake by 1.3% in Q2 2026, buying an estimated $13.3K and bringing the position to 41,843 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #243.

Advyzon Investment Management first reported a position in WBIG in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold WBIG as of Q2 2026.

Advyzon Investment Management held 41,843 shares of WBI BullBear Yield 3000 ETF worth $1.08M as of Q2 2026.
Advyzon Investment Management bought 539 WBI BullBear Yield 3000 ETF shares in Q2 2026, an estimated $13.3K.
WBI BullBear Yield 3000 ETF made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #243 holding.
Advyzon Investment Management first reported a position in WBI BullBear Yield 3000 ETF in Q2 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2026.

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