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Ausdal Financial Partners’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Ausdal Financial Partners’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
2026
Q1 		$972K Buy
41,304
+281
+0.7% +$6.74K 0.04% 405
2025
Q4 		$962K Sell
41,023
-3,938
-9% -$92.5K 0.04% 379
2025
Q3 		$1.04M Buy
+44,961
New +$1.01M 0.05% 358

Other funds holding WBIG

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
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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ausdal Financial Partners's WBIG Position: Q1 2026 in Review

Ausdal Financial Partners increased its WBI BullBear Yield 3000 ETF (WBIG) stake by 0.68% in Q1 2026, buying an estimated $6.74K and bringing the position to 41,304 shares worth $972K. The position accounts for 0.04% of the portfolio, ranked #405.

Ausdal Financial Partners first reported a position in WBIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q3 2025. 14 funds tracked by Wall St. Rank hold WBIG as of Q1 2026.

  • Ausdal Financial Partners held 41,304 shares of WBI BullBear Yield 3000 ETF worth $972K as of Q1 2026.
  • Ausdal Financial Partners bought 281 WBI BullBear Yield 3000 ETF shares in Q1 2026, an estimated $6.74K.
  • WBI BullBear Yield 3000 ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #405 holding.
  • Ausdal Financial Partners first reported a position in WBI BullBear Yield 3000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Ausdal Financial Partners's WBI BullBear Yield 3000 ETF position peaked at $1.04M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.