Advyzon Investment Management’s WBI BullBear Quality 3000 ETF WBIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	31,447 -19	-0.1%	-$711	0.09%	214
2026 Q1	$1.06M	Buy	31,466 +374	+1%	+$13.2K	0.09%	214
2025 Q4	$1.08M	Sell	31,092 -5,274	-15%	-$184K	0.13%	180
2025 Q3	$1.25M	Sell	36,366 -1,275	-3%	-$41.9K	0.21%	108
2025 Q2	$1.22M	Buy	+37,641	New	+$1.15M	0.27%	78

Other funds holding WBIL

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

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

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

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

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

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

Advyzon Investment Management reduced its WBI BullBear Quality 3000 ETF (WBIL) stake by 0.06% in Q2 2026, selling an estimated $711 and leaving 31,447 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #214.

Advyzon Investment Management first reported a position in WBIL in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold WBIL as of Q2 2026.

Advyzon Investment Management held 31,447 shares of WBI BullBear Quality 3000 ETF worth $1.27M as of Q2 2026.
Advyzon Investment Management sold 19 WBI BullBear Quality 3000 ETF shares in Q2 2026, an estimated $711.
WBI BullBear Quality 3000 ETF made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #214 holding.
Advyzon Investment Management first reported a position in WBI BullBear Quality 3000 ETF in Q2 2025 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held WBI BullBear Quality 3000 ETF as of Q2 2026.

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