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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
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

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 $924M AUM 39.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Advyzon Investment Management increased its WBI BullBear Quality 3000 ETF (WBIL) stake by 1.2% in Q1 2026, buying an estimated $13.2K and bringing the position to 31,466 shares worth $1.06M. 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 4 quarters since. The position peaked at $1.25M in Q3 2025. 12 funds tracked by Wall St. Rank hold WBIL as of Q1 2026.

  • Advyzon Investment Management held 31,466 shares of WBI BullBear Quality 3000 ETF worth $1.06M as of Q1 2026.
  • Advyzon Investment Management bought 374 WBI BullBear Quality 3000 ETF shares in Q1 2026, an estimated $13.2K.
  • WBI BullBear Quality 3000 ETF made up 0.09% of Advyzon Investment Management's portfolio in Q1 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 4 quarters since.
  • Advyzon Investment Management's WBI BullBear Quality 3000 ETF position peaked at $1.25M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Quality 3000 ETF as of Q1 2026.

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