IFP Advisors’s WBI BullBear Rising Income 3000 ETF WBIE Stock Holding History

IFP Advisors’s Portfolio WBIE Stock Details WBIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,208	Closed	-$30K	–	3728
2018 Q4	$30K	Buy	1,208 +212	+21%	+$5.56K	﹤0.01%	1909
2018 Q3	$28K	Sell	996 -162	-14%	-$4.44K	﹤0.01%	2269
2018 Q2	$30K	Buy	+1,158	New	+$30.1K	﹤0.01%	2231

Other funds holding WBIE

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

IFP Advisors's WBIE Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Rising Income 3000 ETF (WBIE) in Q1 2019, closing a stake of 1,208 shares — an estimated $30K sold.

IFP Advisors first reported a position in WBIE in Q2 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2018. 11 funds tracked by Wall St. Rank hold WBIE as of Q1 2019.

IFP Advisors reported no remaining WBI BullBear Rising Income 3000 ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,208 WBI BullBear Rising Income 3000 ETF shares in Q1 2019, an estimated $30K.
IFP Advisors first reported a position in WBI BullBear Rising Income 3000 ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI BullBear Rising Income 3000 ETF position peaked at $30K in Q4 2018.
11 funds tracked by Wall St. Rank held WBI BullBear Rising Income 3000 ETF as of Q1 2019.

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