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Founders Financial Alliance’s WBI BullBear Quality 3000 ETF WBIL Stock Holding History

Founders Financial Alliance’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
Q1 		– Sell
-1,213
Closed -$32K – 484
2020
Q4 		$32K Buy
+1,213
New +$32.6K 0.02% 322

Other funds holding WBIL

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 WBIL Position: Q1 2021 in Review

Founders Financial Alliance sold out of WBI BullBear Quality 3000 ETF (WBIL) in Q1 2021, closing a stake of 1,213 shares — an estimated $32K sold.

Founders Financial Alliance first reported a position in WBIL in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 13 funds tracked by Wall St. Rank hold WBIL as of Q1 2021.

  • Founders Financial Alliance reported no remaining WBI BullBear Quality 3000 ETF position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 1,213 WBI BullBear Quality 3000 ETF shares in Q1 2021, an estimated $32K.
  • Founders Financial Alliance first reported a position in WBI BullBear Quality 3000 ETF in Q4 2020 and held it in 1 quarter.
  • Founders Financial Alliance's WBI BullBear Quality 3000 ETF position peaked at $32K in Q4 2020.
  • 13 funds tracked by Wall St. Rank held WBI BullBear Quality 3000 ETF as of Q1 2021.

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