Next Financial Group’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Next Financial Group’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
2021 Q4	$467K	Buy	+17,627	New	+$470K	0.03%	576

Other funds holding WBIG

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's WBIG Position: Q4 2021 in Review

Next Financial Group opened a new position in WBI BullBear Yield 3000 ETF (WBIG) in Q4 2021: 17,627 shares worth $467K. The stake represents 0.03% of the portfolio and ranks #576 among its holdings.

12 funds tracked by Wall St. Rank hold WBIG as of Q4 2021.

Next Financial Group held 17,627 shares of WBI BullBear Yield 3000 ETF worth $467K as of Q4 2021.
WBI BullBear Yield 3000 ETF was a new Next Financial Group position in Q4 2021.
WBI BullBear Yield 3000 ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #576 holding.
12 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.