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Founders Financial Alliance’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Founders Financial Alliance’s Portfolio WBIF Stock Details WBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-980
Closed -$27K – 482
2020
Q4 		$27K Buy
+980
New +$26.1K 0.02% 330

Other funds holding WBIF

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's WBIF Position: Q1 2021 in Review

Founders Financial Alliance sold out of WBI BullBear Value 3000 ETF (WBIF) in Q1 2021, closing a stake of 980 shares — an estimated $27K sold.

Founders Financial Alliance first reported a position in WBIF in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 12 funds tracked by Wall St. Rank hold WBIF as of Q1 2021.

  • Founders Financial Alliance reported no remaining WBI BullBear Value 3000 ETF position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 980 WBI BullBear Value 3000 ETF shares in Q1 2021, an estimated $27K.
  • Founders Financial Alliance first reported a position in WBI BullBear Value 3000 ETF in Q4 2020 and held it in 1 quarter.
  • Founders Financial Alliance's WBI BullBear Value 3000 ETF position peaked at $27K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q1 2021.

Based on Founders Financial Alliance's 13F filing for Q1 2021, filed 14 May 2021.