Householder Group Estate & Retirement Specialist’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio WBIY Stock Details WBIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,815	Closed	-$56K	–	1225
2024 Q3	$56K	Hold	1,815	–	–	0.02%	464
2024 Q2	$52K	Sell	1,815 -585	-24%	-$17.2K	0.01%	469
2024 Q1	$73.2K	Hold	2,400	–	–	0.02%	411
2023 Q4	$68K	Hold	2,400	–	–	0.02%	407
2023 Q3	$61.1K	Buy	+2,400	New	+$63.9K	0.02%	404
2023 Q1	$89K	Buy	+3,334	New	+$92.4K	0.03%	334
2022 Q4	–	Sell	-4,633	Closed	-$108K	–	1160
2022 Q3	$108K	Buy	+4,633	New	+$124K	0.04%	254

Other funds holding WBIY

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WBIY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WBI Power Factor High Dividend ETF (WBIY) in Q4 2024, closing a stake of 1,815 shares — an estimated $56K sold.

Householder Group Estate & Retirement Specialist first reported a position in WBIY in Q3 2022 and held it in 7 quarters. The position peaked at $108K in Q3 2022. 24 funds tracked by Wall St. Rank hold WBIY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining WBI Power Factor High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,815 WBI Power Factor High Dividend ETF shares in Q4 2024, an estimated $56K.
Householder Group Estate & Retirement Specialist first reported a position in WBI Power Factor High Dividend ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's WBI Power Factor High Dividend ETF position peaked at $108K in Q3 2022.
24 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.