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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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 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.