IA
WBIC

IFP Advisors’s WBI BullBear Yield 2000 ETF WBIC Stock Holding History

IFP Advisors’s Portfolio WBIC Stock Details WBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,748
Closed -$35K – 3826
2018
Q4 		$35K Buy
1,748
+334
+24% +$7.01K ﹤0.01% 1821
2018
Q3 		$32K Buy
+1,414
New +$33K ﹤0.01% 2172

Other funds holding WBIC

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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
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
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's WBIC Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Yield 2000 ETF (WBIC) in Q1 2019, closing a stake of 1,748 shares — an estimated $35K sold.

IFP Advisors first reported a position in WBIC in Q3 2018 and held it in 2 quarters. The position peaked at $35K in Q4 2018. 14 funds tracked by Wall St. Rank hold WBIC as of Q1 2019.

  • IFP Advisors reported no remaining WBI BullBear Yield 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 1,748 WBI BullBear Yield 2000 ETF shares in Q1 2019, an estimated $35K.
  • IFP Advisors first reported a position in WBI BullBear Yield 2000 ETF in Q3 2018 and held it in 2 quarters.
  • IFP Advisors's WBI BullBear Yield 2000 ETF position peaked at $35K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Yield 2000 ETF as of Q1 2019.

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