Financial Gravity Asset Management
WBIL icon

Financial Gravity Asset Management’s WBI Trend Leaders Hedged ETF WBIL Stock Holding History

Financial Gravity Asset Management’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
2021
Q3 		– Sell
-1,279
Closed -$39K – 1016
2021
Q2 		$39K Buy
+1,279
New +$39K 0.01% 652
2020
Q4 		$33K Buy
+1,250
New +$33.6K 0.03% 103
2019
Q4 		$214K Buy
+7,851
New +$209K 0.15% 105

Other funds holding WBIL

WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's WBIL Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of WBI Trend Leaders Hedged ETF (WBIL) in Q3 2021, closing a stake of 1,279 shares — an estimated $39K sold.

Financial Gravity Asset Management first reported a position in WBIL in Q4 2019 and held it in 3 quarters. The position peaked at $214K in Q4 2019. 11 funds tracked by Wall St. Rank hold WBIL as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining WBI Trend Leaders Hedged ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,279 WBI Trend Leaders Hedged ETF shares in Q3 2021, an estimated $39K.
  • Financial Gravity Asset Management first reported a position in WBI Trend Leaders Hedged ETF in Q4 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's WBI Trend Leaders Hedged ETF position peaked at $214K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held WBI Trend Leaders Hedged ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.