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Atria Wealth Solutions’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$503K Sell
22,516
-2,195
-9% -$46.7K 0.01% 908
2025
Q1 		$561K Sell
24,711
-279
-1% -$6.64K 0.01% 1149
2024
Q4 		$599K Sell
24,990
-16
-0.1% -$396 0.01% 1175
2024
Q3 		$617K Sell
25,006
-27
-0.1% -$650 0.01% 1132
2024
Q2 		$599K Sell
25,033
-394
-2% -$9.56K 0.01% 1149
2024
Q1 		$648K Sell
25,427
-2,944
-10% -$70.5K 0.01% 1129
2023
Q4 		$655K Sell
28,371
-5,161
-15% -$114K 0.01% 1072
2023
Q3 		$740K Sell
33,532
-1,627
-5% -$37.4K 0.01% 948
2023
Q2 		$817K Sell
35,159
-5,115
-13% -$114K 0.01% 935
2023
Q1 		$899K Buy
40,274
+2,707
+7% +$62.9K 0.01% 835
2022
Q4 		$908K Sell
37,567
-2,139
-5% -$53.8K 0.01% 795
2022
Q3 		$986K Buy
39,706
+23,006
+138% +$597K 0.02% 717
2022
Q2 		$433K Buy
16,700
+130
+0.8% +$3.5K 0.01% 1046
2022
Q1 		$465K Buy
+16,570
New +$453K 0.01% 1105

Other funds holding WBIG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Atria Wealth Solutions's WBIG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WBI BullBear Yield 3000 ETF (WBIG) stake by 8.9% in Q2 2025, selling an estimated $46.7K and leaving 22,516 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #908.

Atria Wealth Solutions first reported a position in WBIG in Q1 2022 and has held it in 14 quarters since. The position peaked at $986K in Q3 2022. 12 funds tracked by Wall St. Rank hold WBIG as of Q2 2025.

  • Atria Wealth Solutions held 22,516 shares of WBI BullBear Yield 3000 ETF worth $503K as of Q2 2025.
  • Atria Wealth Solutions sold 2,195 WBI BullBear Yield 3000 ETF shares in Q2 2025, an estimated $46.7K.
  • WBI BullBear Yield 3000 ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #908 holding.
  • Atria Wealth Solutions first reported a position in WBI BullBear Yield 3000 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WBI BullBear Yield 3000 ETF position peaked at $986K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.