Janney Montgomery Scott
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Janney Montgomery Scott’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Janney Montgomery Scott’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
2022
Q3 		– Sell
-8,900
Closed -$237K – 2615
2022
Q2 		$237K Buy
8,900
+600
+7% +$17.1K ﹤0.01% 2044
2022
Q1 		$240K Buy
+8,300
New +$236K ﹤0.01% 1996

Other funds holding WBIY

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott's WBIY Position: Q3 2022 in Review

Janney Montgomery Scott sold out of WBI Power Factor High Dividend ETF (WBIY) in Q3 2022, closing a stake of 8,900 shares — an estimated $237K sold.

Janney Montgomery Scott first reported a position in WBIY in Q1 2022 and held it in 2 quarters. The position peaked at $240K in Q1 2022. 22 funds tracked by Wall St. Rank hold WBIY as of Q3 2022.

  • Janney Montgomery Scott reported no remaining WBI Power Factor High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 8,900 WBI Power Factor High Dividend ETF shares in Q3 2022, an estimated $237K.
  • Janney Montgomery Scott first reported a position in WBI Power Factor High Dividend ETF in Q1 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's WBI Power Factor High Dividend ETF position peaked at $240K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q3 2022.

Based on Janney Montgomery Scott's 13F filing for Q3 2022, filed 25 Oct 2022.