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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
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

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 $688M AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Advyzon Investment Management reduced its WBI Power Factor High Dividend ETF (WBIY) stake by 0.68% in Q1 2026, selling an estimated $4.11K and leaving 17,733 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #342.

Advyzon Investment Management first reported a position in WBIY in Q2 2025 and has held it in 4 quarters since. The position peaked at $629K in Q2 2025. 23 funds tracked by Wall St. Rank hold WBIY as of Q1 2026.

  • Advyzon Investment Management held 17,733 shares of WBI Power Factor High Dividend ETF worth $602K as of Q1 2026.
  • Advyzon Investment Management sold 121 WBI Power Factor High Dividend ETF shares in Q1 2026, an estimated $4.11K.
  • WBI Power Factor High Dividend ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #342 holding.
  • Advyzon Investment Management first reported a position in WBI Power Factor High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's WBI Power Factor High Dividend ETF position peaked at $629K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2026.

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