Spire Wealth Management’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Spire Wealth Management’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
2024 Q2	–	Sell	-139	Closed	-$4.24K	–	2402
2024 Q1	$4.24K	Hold	139	–	–	﹤0.01%	1969
2023 Q4	$3.91K	Hold	139	–	–	﹤0.01%	2016
2023 Q3	$3.54K	Hold	139	–	–	﹤0.01%	2018
2023 Q2	$3.61K	Hold	139	–	–	﹤0.01%	2080
2023 Q1	$3.7K	Hold	139	–	–	﹤0.01%	2107
2022 Q4	$4K	Hold	139	–	–	﹤0.01%	1929
2022 Q3	$3K	Hold	139	–	–	﹤0.01%	1900
2022 Q2	$4K	Hold	139	–	–	﹤0.01%	2222
2022 Q1	$4K	Hold	139	–	–	﹤0.01%	2301
2021 Q4	$4K	Hold	139	–	–	﹤0.01%	2655
2021 Q3	$4K	Buy	+139	New	+$3.81K	﹤0.01%	2360

Other funds holding WBIY

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spire Wealth Management's WBIY Position: Q2 2024 in Review

Spire Wealth Management sold out of WBI Power Factor High Dividend ETF (WBIY) in Q2 2024, closing a stake of 139 shares — an estimated $4.24K sold.

Spire Wealth Management first reported a position in WBIY in Q3 2021 and held it in 11 quarters. The position peaked at $4.24K in Q1 2024. 23 funds tracked by Wall St. Rank hold WBIY as of Q2 2024.

Spire Wealth Management reported no remaining WBI Power Factor High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 139 WBI Power Factor High Dividend ETF shares in Q2 2024, an estimated $4.24K.
Spire Wealth Management first reported a position in WBI Power Factor High Dividend ETF in Q3 2021 and held it in 11 quarters.
Spire Wealth Management's WBI Power Factor High Dividend ETF position peaked at $4.24K in Q1 2024.
23 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.