IFP Advisors’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

IFP Advisors’s Portfolio WBIF Stock Details WBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-948	Closed	-$26K	–	3456
2018 Q4	$26K	Buy	948 +168	+22%	+$4.83K	﹤0.01%	1983
2018 Q3	$24K	Sell	780 -20	-3%	-$595	﹤0.01%	2365
2018 Q2	$23K	Buy	+800	New	+$22.6K	﹤0.01%	2386

Other funds holding WBIF

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

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

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

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IFP Advisors's WBIF Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Value 3000 ETF (WBIF) in Q1 2019, closing a stake of 948 shares — an estimated $26K sold.

IFP Advisors first reported a position in WBIF in Q2 2018 and held it in 3 quarters. The position peaked at $26K in Q4 2018. 14 funds tracked by Wall St. Rank hold WBIF as of Q1 2019.

IFP Advisors reported no remaining WBI BullBear Value 3000 ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 948 WBI BullBear Value 3000 ETF shares in Q1 2019, an estimated $26K.
IFP Advisors first reported a position in WBI BullBear Value 3000 ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI BullBear Value 3000 ETF position peaked at $26K in Q4 2018.
14 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q1 2019.

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