Creative Financial Designs’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Creative Financial Designs’s Portfolio WBIY Stock Details WBIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-265	Closed	-$7K	–	828
2018 Q2	$7K	Buy	+265	New	+$7.08K	﹤0.01%	516

Other funds holding WBIY

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Creative Financial Designs's WBIY Position: Q3 2018 in Review

Creative Financial Designs sold out of WBI Power Factor High Dividend ETF (WBIY) in Q3 2018, closing a stake of 265 shares — an estimated $7K sold.

Creative Financial Designs first reported a position in WBIY in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 18 funds tracked by Wall St. Rank hold WBIY as of Q3 2018.

Creative Financial Designs reported no remaining WBI Power Factor High Dividend ETF position as of Q3 2018 after selling out during the quarter.
Creative Financial Designs sold 265 WBI Power Factor High Dividend ETF shares in Q3 2018, an estimated $7K.
Creative Financial Designs first reported a position in WBI Power Factor High Dividend ETF in Q2 2018 and held it in 1 quarter.
Creative Financial Designs's WBI Power Factor High Dividend ETF position peaked at $7K in Q2 2018.
18 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q3 2018.

Based on Creative Financial Designs's 13F filing for Q3 2018, filed 2 Nov 2018.