Financial Gravity Asset Management’s WBI BullBear Trend Switch US Total Return ETF WBIN Stock Holding History

Financial Gravity Asset Management’s Portfolio WBIN Stock Details WBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$9K	Buy	+524	New	+$8.82K	0.01%	190
2019 Q4	$84K	Buy	+4,276	New	+$86.8K	0.06%	404

Other funds holding WBIN

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Financial Gravity Asset Management's WBIN Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in WBI BullBear Trend Switch US Total Return ETF (WBIN) in Q4 2020: 524 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WBIN as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in WBIN in Q4 2019 and has held it in 2 quarters since. The position peaked at $84K in Q4 2019. 12 funds tracked by Wall St. Rank hold WBIN as of Q4 2020.

Financial Gravity Asset Management held 524 shares of WBI BullBear Trend Switch US Total Return ETF worth $9K as of Q4 2020.
WBI BullBear Trend Switch US Total Return ETF was a new Financial Gravity Asset Management position in Q4 2020.
WBI BullBear Trend Switch US Total Return ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #190 holding.
Financial Gravity Asset Management first reported a position in WBI BullBear Trend Switch US Total Return ETF in Q4 2019 and has held it in 2 quarters since.
Financial Gravity Asset Management's WBI BullBear Trend Switch US Total Return ETF position peaked at $84K in Q4 2019.
12 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US Total Return ETF as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.