SPIA
WBII

Steward Partners Investment Advisory’s WBI BullBear Global Income ETF WBII Stock Holding History

Steward Partners Investment Advisory’s Portfolio WBII Stock Details WBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,500
Closed -$34K – 2793
2020
Q1 		$34K Hold
1,500
– – ﹤0.01% 1410
2019
Q4 		$38K Buy
+1,500
New +$38.1K ﹤0.01% 1523

Other funds holding WBII

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Steward Partners Investment Advisory's WBII Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of WBI BullBear Global Income ETF (WBII) in Q2 2020, closing a stake of 1,500 shares — an estimated $34K sold.

Steward Partners Investment Advisory first reported a position in WBII in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 15 funds tracked by Wall St. Rank hold WBII as of Q2 2020.

  • Steward Partners Investment Advisory reported no remaining WBI BullBear Global Income ETF position as of Q2 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,500 WBI BullBear Global Income ETF shares in Q2 2020, an estimated $34K.
  • Steward Partners Investment Advisory first reported a position in WBI BullBear Global Income ETF in Q4 2019 and held it in 2 quarters.
  • Steward Partners Investment Advisory's WBI BullBear Global Income ETF position peaked at $38K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.