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Householder Group Estate & Retirement Specialist’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-140
Closed -$3.09K – 1348
2023
Q3 		$3.09K Buy
+140
New +$3.22K ﹤0.01% 1010
2023
Q1 		$3K Buy
+140
New +$3.25K ﹤0.01% 1056
2022
Q4 		– Sell
-140
Closed -$3K – 1159
2022
Q3 		$3K Buy
+140
New +$3.64K ﹤0.01% 942

Other funds holding WBIG

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WBIG Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q4 2023, closing a stake of 140 shares — an estimated $3.09K sold.

Householder Group Estate & Retirement Specialist first reported a position in WBIG in Q3 2022 and held it in 3 quarters. The position peaked at $3.09K in Q3 2023. 16 funds tracked by Wall St. Rank hold WBIG as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining WBI BullBear Yield 3000 ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 140 WBI BullBear Yield 3000 ETF shares in Q4 2023, an estimated $3.09K.
  • Householder Group Estate & Retirement Specialist first reported a position in WBI BullBear Yield 3000 ETF in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's WBI BullBear Yield 3000 ETF position peaked at $3.09K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.