ShoreHaven Wealth Partners’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

ShoreHaven Wealth Partners’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
2021 Q2	–	Sell	-18	Closed	–	–	255
2021 Q1	$0	Sell	18 -54,852	-100%	-$1.38M	﹤0.01%	303
2020 Q4	$1.25M	Buy	+54,870	New	+$1.16M	0.7%	31

Other funds holding WBIY

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

LPL Financial San Diego, California $376B 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return