KWM
WBIR

Kingsview Wealth Management’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

Kingsview Wealth Management’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
-10,380
Closed -$238K – 530
2018
Q4 		$238K Buy
10,380
+507
+5% +$12.2K 0.05% 318
2018
Q3 		$248K Buy
+9,873
New +$248K 0.05% 316

Other funds holding WBIR

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
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

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

Kingsview Wealth Management sold out of WBI BullBear Global Rotation ETF (WBIR) in Q1 2019, closing a stake of 10,380 shares — an estimated $238K sold.

Kingsview Wealth Management first reported a position in WBIR in Q3 2018 and held it in 2 quarters. The position peaked at $248K in Q3 2018. 10 funds tracked by Wall St. Rank hold WBIR as of Q1 2019.

  • Kingsview Wealth Management reported no remaining WBI BullBear Global Rotation ETF position as of Q1 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,380 WBI BullBear Global Rotation ETF shares in Q1 2019, an estimated $238K.
  • Kingsview Wealth Management first reported a position in WBI BullBear Global Rotation ETF in Q3 2018 and held it in 2 quarters.
  • Kingsview Wealth Management's WBI BullBear Global Rotation ETF position peaked at $248K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q1 2019.

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