USAdvisors Wealth Management’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History

USAdvisors Wealth Management’s Portfolio WBIT Stock Details WBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-15,140	Closed	-$309K	–	101
2019 Q4	$309K	Sell	15,140 -64	-0.4%	-$1.34K	0.16%	68
2019 Q3	$318K	Buy	+15,204	New	+$318K	0.16%	45

Other funds holding WBIT

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

USAdvisors Wealth Management's WBIT Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) in Q1 2020, closing a stake of 15,140 shares — an estimated $309K sold.

USAdvisors Wealth Management first reported a position in WBIT in Q3 2019 and held it in 2 quarters. The position peaked at $318K in Q3 2019. 15 funds tracked by Wall St. Rank hold WBIT as of Q1 2020.

USAdvisors Wealth Management reported no remaining WBI BullBear Trend Switch US 3000 Total Return ETF position as of Q1 2020 after selling out during the quarter.
USAdvisors Wealth Management sold 15,140 WBI BullBear Trend Switch US 3000 Total Return ETF shares in Q1 2020, an estimated $309K.
USAdvisors Wealth Management first reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF in Q3 2019 and held it in 2 quarters.
USAdvisors Wealth Management's WBI BullBear Trend Switch US 3000 Total Return ETF position peaked at $318K in Q3 2019.
15 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US 3000 Total Return ETF as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.