Avantax Advisory Services
WBIL icon

Avantax Advisory Services’s WBI Trend Leaders Hedged ETF WBIL Stock Holding History

Avantax Advisory Services’s Portfolio WBIL Stock Details WBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,130
Closed -$282K – 2142
2024
Q1 		$282K Sell
8,130
-1,247
-13% -$40.5K ﹤0.01% 1334
2023
Q4 		$290K Buy
+9,377
New +$276K ﹤0.01% 1251

Other funds holding WBIL

WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Advisory Services's WBIL Position: Q2 2024 in Review

Avantax Advisory Services sold out of WBI Trend Leaders Hedged ETF (WBIL) in Q2 2024, closing a stake of 8,130 shares — an estimated $282K sold.

Avantax Advisory Services first reported a position in WBIL in Q4 2023 and held it in 2 quarters. The position peaked at $290K in Q4 2023. 11 funds tracked by Wall St. Rank hold WBIL as of Q2 2024.

  • Avantax Advisory Services reported no remaining WBI Trend Leaders Hedged ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,130 WBI Trend Leaders Hedged ETF shares in Q2 2024, an estimated $282K.
  • Avantax Advisory Services first reported a position in WBI Trend Leaders Hedged ETF in Q4 2023 and held it in 2 quarters.
  • Avantax Advisory Services's WBI Trend Leaders Hedged ETF position peaked at $290K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held WBI Trend Leaders Hedged ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.