KWM
WBIY icon

Kingsview Wealth Management’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Kingsview Wealth Management’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
-20,389
Closed -$452K – 525
2018
Q4 		$452K Sell
20,389
-5,980
-23% -$151K 0.1% 230
2018
Q3 		$711K Buy
26,369
+7,673
+41% +$209K 0.14% 185
2018
Q2 		$502K Buy
+18,696
New +$499K 0.12% 195

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 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
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 3.61% 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

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

Kingsview Wealth Management sold out of WBI Power Factor High Dividend ETF (WBIY) in Q1 2019, closing a stake of 20,389 shares — an estimated $452K sold.

Kingsview Wealth Management first reported a position in WBIY in Q2 2018 and held it in 3 quarters. The position peaked at $711K in Q3 2018. 19 funds tracked by Wall St. Rank hold WBIY as of Q1 2019.

  • Kingsview Wealth Management reported no remaining WBI Power Factor High Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,389 WBI Power Factor High Dividend ETF shares in Q1 2019, an estimated $452K.
  • Kingsview Wealth Management first reported a position in WBI Power Factor High Dividend ETF in Q2 2018 and held it in 3 quarters.
  • Kingsview Wealth Management's WBI Power Factor High Dividend ETF position peaked at $711K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2019.

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