KWM
WBIG icon

Kingsview Wealth Management’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Kingsview Wealth Management’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,391
Closed -$313K – 524
2018
Q4 		$313K Buy
13,391
+646
+5% +$16.2K 0.07% 280
2018
Q3 		$341K Buy
+12,745
New +$343K 0.07% 276

Other funds holding WBIG

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Kingsview Wealth Management's WBIG Position: Q1 2019 in Review

Kingsview Wealth Management sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q1 2019, closing a stake of 13,391 shares — an estimated $313K sold.

Kingsview Wealth Management first reported a position in WBIG in Q3 2018 and held it in 2 quarters. The position peaked at $341K in Q3 2018. 14 funds tracked by Wall St. Rank hold WBIG as of Q1 2019.

  • Kingsview Wealth Management reported no remaining WBI BullBear Yield 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,391 WBI BullBear Yield 3000 ETF shares in Q1 2019, an estimated $313K.
  • Kingsview Wealth Management first reported a position in WBI BullBear Yield 3000 ETF in Q3 2018 and held it in 2 quarters.
  • Kingsview Wealth Management's WBI BullBear Yield 3000 ETF position peaked at $341K in Q3 2018.
  • 14 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q1 2019.

Based on Kingsview Wealth Management's 13F filing for Q1 2019, filed 29 Jan 2020.