IFP Advisors’s WBI BullBear Global High Income ETF WBIH Stock Holding History

IFP Advisors’s Portfolio WBIH Stock Details WBIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,010	Closed	-$153K	–	4008
2018 Q4	$153K	Buy	7,010 +1,410	+25%	+$32K	0.01%	984
2018 Q3	$133K	Sell	5,600 -10,828	-66%	-$260K	0.01%	1312
2018 Q2	$393K	Buy	+16,428	New	+$395K	0.02%	758

Other funds holding WBIH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

IFP Advisors's WBIH Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Global High Income ETF (WBIH) in Q1 2019, closing a stake of 7,010 shares — an estimated $153K sold.

IFP Advisors first reported a position in WBIH in Q2 2018 and held it in 3 quarters. The position peaked at $393K in Q2 2018. 15 funds tracked by Wall St. Rank hold WBIH as of Q1 2019.

IFP Advisors reported no remaining WBI BullBear Global High Income ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 7,010 WBI BullBear Global High Income ETF shares in Q1 2019, an estimated $153K.
IFP Advisors first reported a position in WBI BullBear Global High Income ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI BullBear Global High Income ETF position peaked at $393K in Q2 2018.
15 funds tracked by Wall St. Rank held WBI BullBear Global High Income ETF as of Q1 2019.

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