Atria Wealth Solutions’s WBI BullBear Global Income ETF WBII Stock Holding History

Atria Wealth Solutions’s Portfolio WBII Stock Details WBII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-32,327	Closed	-$692K	–	1887
2022 Q2	$692K	Buy	32,327 +360	+1%	+$7.95K	0.01%	845
2022 Q1	$727K	Buy	+31,967	New	+$757K	0.01%	873

Other funds holding WBII

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's WBII Position: Q3 2022 in Review

Atria Wealth Solutions sold out of WBI BullBear Global Income ETF (WBII) in Q3 2022, closing a stake of 32,327 shares — an estimated $692K sold.

Atria Wealth Solutions first reported a position in WBII in Q1 2022 and held it in 2 quarters. The position peaked at $727K in Q1 2022. 7 funds tracked by Wall St. Rank hold WBII as of Q3 2022.

Atria Wealth Solutions reported no remaining WBI BullBear Global Income ETF position as of Q3 2022 after selling out during the quarter.
Atria Wealth Solutions sold 32,327 WBI BullBear Global Income ETF shares in Q3 2022, an estimated $692K.
Atria Wealth Solutions first reported a position in WBI BullBear Global Income ETF in Q1 2022 and held it in 2 quarters.
Atria Wealth Solutions's WBI BullBear Global Income ETF position peaked at $727K in Q1 2022.
7 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.