IFP Advisors’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

IFP Advisors’s Portfolio WBIR Stock Details WBIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,328	Closed	-$30K	–	3861
2018 Q4	$30K	Buy	1,328 +252	+23%	+$6.06K	﹤0.01%	1910
2018 Q3	$27K	Buy	1,076 +162	+18%	+$4.06K	﹤0.01%	2303
2018 Q2	$23K	Buy	+914	New	+$23.1K	﹤0.01%	2396

Other funds holding WBIR

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

IFP Advisors's WBIR Position: Q1 2019 in Review

IFP Advisors sold out of WBI BullBear Global Rotation ETF (WBIR) in Q1 2019, closing a stake of 1,328 shares — an estimated $30K sold.

IFP Advisors first reported a position in WBIR in Q2 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2018. 10 funds tracked by Wall St. Rank hold WBIR as of Q1 2019.

IFP Advisors reported no remaining WBI BullBear Global Rotation ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,328 WBI BullBear Global Rotation ETF shares in Q1 2019, an estimated $30K.
IFP Advisors first reported a position in WBI BullBear Global Rotation ETF in Q2 2018 and held it in 3 quarters.
IFP Advisors's WBI BullBear Global Rotation ETF position peaked at $30K in Q4 2018.
10 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q1 2019.

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