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

Next 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
2021 Q4	$840K	Buy	+33,635	New	+$833K	0.06%	352

Other funds holding WBII

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

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

APA

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SEP

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

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

Next Financial Group opened a new position in WBI BullBear Global Income ETF (WBII) in Q4 2021: 33,635 shares worth $840K. The stake represents 0.06% of the portfolio and ranks #352 among its holdings.

14 funds tracked by Wall St. Rank hold WBII as of Q4 2021.

Next Financial Group held 33,635 shares of WBI BullBear Global Income ETF worth $840K as of Q4 2021.
WBI BullBear Global Income ETF was a new Next Financial Group position in Q4 2021.
WBI BullBear Global Income ETF made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #352 holding.
14 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q4 2021.

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