IFP Advisors’s WBI Trend Leaders Hedged ETF WBIL Stock Holding History

IFP Advisors’s Portfolio WBIL Stock Details WBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,020	Closed	-$25K	–	3458
2018 Q4	$25K	Buy	1,020 +180	+21%	+$4.71K	﹤0.01%	2003
2018 Q3	$24K	Sell	840 -4	-0.5%	-$110	﹤0.01%	2366
2018 Q2	$22K	Buy	+844	New	+$22.5K	﹤0.01%	2417

Other funds holding WBIL

WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

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

FDx Advisors Chicago, Illinois $317M AUM 14.62% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFP Advisors's WBIL Position: Q1 2019 in Review

IFP Advisors sold out of WBI Trend Leaders Hedged ETF (WBIL) in Q1 2019, closing a stake of 1,020 shares — an estimated $25K sold.

IFP Advisors first reported a position in WBIL in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q4 2018. 12 funds tracked by Wall St. Rank hold WBIL as of Q1 2019.

IFP Advisors reported no remaining WBI Trend Leaders Hedged ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,020 WBI Trend Leaders Hedged ETF shares in Q1 2019, an estimated $25K.
IFP Advisors first reported a position in WBI Trend Leaders Hedged ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI Trend Leaders Hedged ETF position peaked at $25K in Q4 2018.
12 funds tracked by Wall St. Rank held WBI Trend Leaders Hedged ETF as of Q1 2019.

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