HI
WBIT

Harbour Investments’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History

Harbour Investments’s Portfolio WBIT Stock Details WBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,122
Closed -$165K – 4107
2021
Q2 		$165K Sell
8,122
-1,060
-12% -$21.5K 0.01% 1137
2021
Q1 		$184K Buy
+9,182
New +$184K 0.01% 1009

Other funds holding WBIT

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
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
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 $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's WBIT Position: Q3 2021 in Review

Harbour Investments sold out of WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) in Q3 2021, closing a stake of 8,122 shares — an estimated $165K sold.

Harbour Investments first reported a position in WBIT in Q1 2021 and held it in 2 quarters. The position peaked at $184K in Q1 2021. 10 funds tracked by Wall St. Rank hold WBIT as of Q3 2021.

  • Harbour Investments reported no remaining WBI BullBear Trend Switch US 3000 Total Return ETF position as of Q3 2021 after selling out during the quarter.
  • Harbour Investments sold 8,122 WBI BullBear Trend Switch US 3000 Total Return ETF shares in Q3 2021, an estimated $165K.
  • Harbour Investments first reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF in Q1 2021 and held it in 2 quarters.
  • Harbour Investments's WBI BullBear Trend Switch US 3000 Total Return ETF position peaked at $184K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US 3000 Total Return ETF as of Q3 2021.

Based on Harbour Investments's 13F filing for Q3 2021, filed 15 Nov 2021.