Prospera Financial Services’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Prospera Financial Services’s Portfolio WBIY Stock Details WBIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,075	Closed	-$211K	–	1238
2024 Q4	$211K	Hold	7,075	–	–	﹤0.01%	1068
2024 Q3	$222K	Buy	+7,075	New	+$214K	0.01%	1040
2022 Q2	–	Sell	-1,615	Closed	-$47K	–	2614
2022 Q1	$47K	Buy	+1,615	New	+$45.9K	﹤0.01%	1407

Other funds holding WBIY

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

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

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

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Prospera Financial Services's WBIY Position: Q1 2025 in Review

Prospera Financial Services sold out of WBI Power Factor High Dividend ETF (WBIY) in Q1 2025, closing a stake of 7,075 shares — an estimated $211K sold.

Prospera Financial Services first reported a position in WBIY in Q1 2022 and held it in 3 quarters. The position peaked at $222K in Q3 2024. 26 funds tracked by Wall St. Rank hold WBIY as of Q1 2025.

Prospera Financial Services reported no remaining WBI Power Factor High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 7,075 WBI Power Factor High Dividend ETF shares in Q1 2025, an estimated $211K.
Prospera Financial Services first reported a position in WBI Power Factor High Dividend ETF in Q1 2022 and held it in 3 quarters.
Prospera Financial Services's WBI Power Factor High Dividend ETF position peaked at $222K in Q3 2024.
26 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.