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IFP Advisors’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

IFP Advisors’s Portfolio WBIY Stock Details WBIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,738
Closed -$38K – 3459
2018
Q4 		$38K Sell
1,738
-408
-19% -$10.3K ﹤0.01% 1771
2018
Q3 		$58K Sell
2,146
-805
-27% -$21.9K ﹤0.01% 1818
2018
Q2 		$79K Buy
+2,951
New +$78.8K ﹤0.01% 1631

Other funds holding WBIY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's WBIY Position: Q1 2019 in Review

IFP Advisors sold out of WBI Power Factor High Dividend ETF (WBIY) in Q1 2019, closing a stake of 1,738 shares — an estimated $38K sold.

IFP Advisors first reported a position in WBIY in Q2 2018 and held it in 3 quarters. The position peaked at $79K in Q2 2018. 19 funds tracked by Wall St. Rank hold WBIY as of Q1 2019.

  • IFP Advisors reported no remaining WBI Power Factor High Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 1,738 WBI Power Factor High Dividend ETF shares in Q1 2019, an estimated $38K.
  • IFP Advisors first reported a position in WBI Power Factor High Dividend ETF in Q2 2018 and held it in 3 quarters.
  • IFP Advisors's WBI Power Factor High Dividend ETF position peaked at $79K in Q2 2018.
  • 19 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2019.

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