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Next Financial Group’s WBI BullBear Quality 3000 ETF WBIL Stock Holding History

Next Financial Group’s Portfolio WBIL Stock Details WBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$464K Buy
+14,973
New +$461K 0.03% 581

Other funds holding WBIL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Next Financial Group opened a new position in WBI BullBear Quality 3000 ETF (WBIL) in Q4 2021: 14,973 shares worth $464K. The stake represents 0.03% of the portfolio and ranks #581 among its holdings.

11 funds tracked by Wall St. Rank hold WBIL as of Q4 2021.

  • Next Financial Group held 14,973 shares of WBI BullBear Quality 3000 ETF worth $464K as of Q4 2021.
  • WBI BullBear Quality 3000 ETF was a new Next Financial Group position in Q4 2021.
  • WBI BullBear Quality 3000 ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #581 holding.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Quality 3000 ETF as of Q4 2021.

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