IFP Advisors’s WBI BullBear Value 2000 ETF WBIB Stock Holding History

IFP Advisors’s Portfolio WBIB Stock Details WBIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,150	Closed	-$24K	–	3824
2018 Q4	$24K	Buy	1,150 +204	+22%	+$4.46K	﹤0.01%	2033
2018 Q3	$22K	Buy	946 +336	+55%	+$8.19K	﹤0.01%	2423
2018 Q2	$15K	Buy	+610	New	+$15K	﹤0.01%	2671

Other funds holding WBIB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IFP Advisors's WBIB Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Value 2000 ETF (WBIB) in Q1 2019, closing a stake of 1,150 shares — an estimated $24K sold.

IFP Advisors first reported a position in WBIB in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q4 2018. 13 funds tracked by Wall St. Rank hold WBIB as of Q1 2019.

IFP Advisors reported no remaining WBI BullBear Value 2000 ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,150 WBI BullBear Value 2000 ETF shares in Q1 2019, an estimated $24K.
IFP Advisors first reported a position in WBI BullBear Value 2000 ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI BullBear Value 2000 ETF position peaked at $24K in Q4 2018.
13 funds tracked by Wall St. Rank held WBI BullBear Value 2000 ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.