Next Financial Group’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History

Next Financial Group’s Portfolio WBIT Stock Details WBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$192K	Buy	+9,002	New	+$190K	0.01%	915
2020 Q1	–	Sell	-500	Closed	-$10K	–	2488
2019 Q4	$10K	Buy	+500	New	+$10.5K	﹤0.01%	1790

Other funds holding WBIT

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

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

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

APA

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Next Financial Group opened a new position in WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) in Q4 2021: 9,002 shares worth $192K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Next Financial Group previously reported a position in WBIT as recently as Q4 2019.

Next Financial Group first reported a position in WBIT in Q4 2019 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold WBIT as of Q4 2021.

Next Financial Group held 9,002 shares of WBI BullBear Trend Switch US 3000 Total Return ETF worth $192K as of Q4 2021.
WBI BullBear Trend Switch US 3000 Total Return ETF was a new Next Financial Group position in Q4 2021.
WBI BullBear Trend Switch US 3000 Total Return ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #915 holding.
Next Financial Group first reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF in Q4 2019 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US 3000 Total Return ETF as of Q4 2021.

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