LFG
WBII

Larson Financial Group’s WBI BullBear Global Income ETF WBII Stock Holding History

Larson Financial Group’s Portfolio WBII Stock Details WBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-24,293
Closed -$504K – 1546
2022
Q3 		$504K Sell
24,293
-529
-2% -$11.3K 0.07% 167
2022
Q2 		$532K Sell
24,822
-3,625
-13% -$80.1K 0.09% 103
2022
Q1 		$647K Sell
28,447
-1,362
-5% -$32.2K 0.1% 92
2021
Q4 		$744K Buy
+29,809
New +$739K 0.12% 86

Larson Financial Group's WBII Position: Q4 2022 in Review

Larson Financial Group sold out of WBI BullBear Global Income ETF (WBII) in Q4 2022, closing a stake of 24,293 shares — an estimated $504K sold.

Larson Financial Group first reported a position in WBII in Q4 2021 and held it in 4 quarters. The position peaked at $744K in Q4 2021. 0 funds tracked by Wall St. Rank hold WBII as of Q4 2022.

  • Larson Financial Group reported no remaining WBI BullBear Global Income ETF position as of Q4 2022 after selling out during the quarter.
  • Larson Financial Group sold 24,293 WBI BullBear Global Income ETF shares in Q4 2022, an estimated $504K.
  • Larson Financial Group first reported a position in WBI BullBear Global Income ETF in Q4 2021 and held it in 4 quarters.
  • Larson Financial Group's WBI BullBear Global Income ETF position peaked at $744K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q4 2022.

Based on Larson Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.