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WBI Investments’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

WBI Investments’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,935
Closed -$202K – 167
2022
Q1 		$202K Sell
4,935
-70
-1% -$2.83K 0.03% 174
2021
Q4 		$205K Buy
+5,005
New +$203K 0.03% 170
2021
Q3 		– Sell
-10,803
Closed -$423K – 214
2021
Q2 		$423K Buy
+10,803
New +$412K 0.07% 133

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WBI Investments's MFUS Position: Q2 2022 in Review

WBI Investments sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q2 2022, closing a stake of 4,935 shares — an estimated $202K sold.

WBI Investments first reported a position in MFUS in Q2 2021 and held it in 3 quarters. The position peaked at $423K in Q2 2021. 12 funds tracked by Wall St. Rank hold MFUS as of Q2 2022.

  • WBI Investments reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • WBI Investments sold 4,935 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2022, an estimated $202K.
  • WBI Investments first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q2 2021 and held it in 3 quarters.
  • WBI Investments's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $423K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.