IFP Advisors’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

IFP Advisors’s Portfolio WBIG Stock Details WBIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,528	Closed	-$36K	–	3457
2018 Q4	$36K	Buy	1,528 +292	+24%	+$7.33K	﹤0.01%	1803
2018 Q3	$33K	Buy	1,236 +69	+6%	+$1.86K	﹤0.01%	2152
2018 Q2	$30K	Buy	+1,167	New	+$29.8K	﹤0.01%	2228

Other funds holding WBIG

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

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

UCFA

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

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

IFP Advisors's WBIG Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q1 2019, closing a stake of 1,528 shares — an estimated $36K sold.

IFP Advisors first reported a position in WBIG in Q2 2018 and held it in 3 quarters. The position peaked at $36K in Q4 2018. 14 funds tracked by Wall St. Rank hold WBIG as of Q1 2019.

IFP Advisors reported no remaining WBI BullBear Yield 3000 ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,528 WBI BullBear Yield 3000 ETF shares in Q1 2019, an estimated $36K.
IFP Advisors first reported a position in WBI BullBear Yield 3000 ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI BullBear Yield 3000 ETF position peaked at $36K in Q4 2018.
14 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q1 2019.

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