Cetera Investment Advisers
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Cetera Investment Advisers’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Cetera Investment Advisers’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
Q2 		$498K Sell
19,278
-2,813
-13% -$69.5K ﹤0.01% 3700
2026
Q1 		$520K Sell
22,091
-597
-3% -$14.3K ﹤0.01% 3476
2025
Q4 		$532K Sell
22,688
-38,548
-63% -$906K ﹤0.01% 3378
2025
Q3 		$1.42M Sell
61,236
-5,902
-9% -$133K ﹤0.01% 2474
2025
Q2 		$1.47M Sell
67,138
-8,289
-11% -$176K ﹤0.01% 2074
2025
Q1 		$1.71M Sell
75,427
-7,038
-9% -$167K ﹤0.01% 1861
2024
Q4 		$1.98M Sell
82,465
-18,732
-19% -$464K ﹤0.01% 1671
2024
Q3 		$2.5M Sell
101,197
-2,057
-2% -$49.5K 0.01% 1463
2024
Q2 		$2.47M Sell
103,254
-5,706
-5% -$138K 0.01% 1414
2024
Q1 		$2.78M Buy
108,960
+15,293
+16% +$366K 0.01% 1335
2023
Q4 		$2.16M Sell
93,667
-1,442
-2% -$31.8K 0.02% 767
2023
Q3 		$2.1M Sell
95,109
-7,495
-7% -$172K 0.02% 725
2023
Q2 		$2.38M Sell
102,604
-5,765
-5% -$129K 0.02% 694
2023
Q1 		$2.42M Sell
108,369
-3,043
-3% -$70.7K 0.02% 671
2022
Q4 		$2.69M Buy
111,412
+100,604
+931% +$2.53M 0.02% 592
2022
Q3 		$268K Buy
+10,808
New +$281K 0.01% 1351

Other funds holding WBIG

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's WBIG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WBI BullBear Yield 3000 ETF (WBIG) stake by 13% in Q2 2026, selling an estimated $69.5K and leaving 19,278 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

Cetera Investment Advisers first reported a position in WBIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.78M in Q1 2024. 8 funds tracked by Wall St. Rank hold WBIG as of Q2 2026.

  • Cetera Investment Advisers held 19,278 shares of WBI BullBear Yield 3000 ETF worth $498K as of Q2 2026.
  • Cetera Investment Advisers sold 2,813 WBI BullBear Yield 3000 ETF shares in Q2 2026, an estimated $69.5K.
  • WBI BullBear Yield 3000 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3700 holding.
  • Cetera Investment Advisers first reported a position in WBI BullBear Yield 3000 ETF in Q3 2022 and has held it in 16 quarters since.
  • Cetera Investment Advisers's WBI BullBear Yield 3000 ETF position peaked at $2.78M in Q1 2024.
  • 8 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.