Advyzon Investment Management’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$626K	Buy	17,918 +185	+1%	+$6.37K	0.05%	405
2026 Q1	$602K	Sell	17,733 -121	-0.7%	-$4.11K	0.05%	342
2025 Q4	$571K	Sell	17,854 -2,301	-11%	-$72.1K	0.07%	290
2025 Q3	$622K	Sell	20,155 -1,348	-6%	-$41.8K	0.11%	187
2025 Q2	$629K	Buy	+21,503	New	+$612K	0.14%	143

Other funds holding WBIY

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AFP

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

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Advyzon Investment Management increased its WBI Power Factor High Dividend ETF (WBIY) stake by 1% in Q2 2026, buying an estimated $6.37K and bringing the position to 17,918 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #405.

Advyzon Investment Management first reported a position in WBIY in Q2 2025 and has held it in 5 quarters since. The position peaked at $629K in Q2 2025. 24 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

Advyzon Investment Management held 17,918 shares of WBI Power Factor High Dividend ETF worth $626K as of Q2 2026.
Advyzon Investment Management bought 185 WBI Power Factor High Dividend ETF shares in Q2 2026, an estimated $6.37K.
WBI Power Factor High Dividend ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #405 holding.
Advyzon Investment Management first reported a position in WBI Power Factor High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's WBI Power Factor High Dividend ETF position peaked at $629K in Q2 2025.
24 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

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