IA
WBII

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

IFP Advisors’s Portfolio WBII Stock Details WBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,858
Closed -$140K – 3655
2018
Q4 		$140K Buy
5,858
+1,884
+47% +$44.6K 0.01% 1021
2018
Q3 		$95K Buy
3,974
+172
+5% +$4.13K ﹤0.01% 1509
2018
Q2 		$91K Buy
+3,802
New +$91.7K ﹤0.01% 1535

Other funds holding WBII

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's WBII Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Global Income ETF (WBII) in Q1 2019, closing a stake of 5,858 shares — an estimated $140K sold.

IFP Advisors first reported a position in WBII in Q2 2018 and held it in 3 quarters. The position peaked at $140K in Q4 2018. 18 funds tracked by Wall St. Rank hold WBII as of Q1 2019.

  • IFP Advisors reported no remaining WBI BullBear Global Income ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 5,858 WBI BullBear Global Income ETF shares in Q1 2019, an estimated $140K.
  • IFP Advisors first reported a position in WBI BullBear Global Income ETF in Q2 2018 and held it in 3 quarters.
  • IFP Advisors's WBI BullBear Global Income ETF position peaked at $140K in Q4 2018.
  • 18 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q1 2019.

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