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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 – – 253
2021
Q1 		$0 Sell
18
-54,852
-100% -$1.38M ﹤0.01% 302
2020
Q4 		$1.25M Buy
+54,870
New +$1.16M 0.7% 31

Other funds holding WBIY

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

ShoreHaven Wealth Partners's WBIY Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of WBI Power Factor High Dividend ETF (WBIY) in Q2 2021, closing a stake of 18 shares.

ShoreHaven Wealth Partners first reported a position in WBIY in Q4 2020 and held it in 2 quarters. The position peaked at $1.25M in Q4 2020. 23 funds tracked by Wall St. Rank hold WBIY as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining WBI Power Factor High Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 18 WBI Power Factor High Dividend ETF shares in Q2 2021.
  • ShoreHaven Wealth Partners first reported a position in WBI Power Factor High Dividend ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's WBI Power Factor High Dividend ETF position peaked at $1.25M in Q4 2020.
  • 23 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.