WBI Investments’s Upbound Group UPBD Stock Holding History

WBI Investments’s Portfolio UPBD Stock Details UPBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Buy
2025 Q1	$215K	Buy
2023 Q4	–	Sell
2023 Q3	$316K	Sell
2023 Q2	$739K	Buy
2023 Q1	$261K	Sell
2022 Q4	$405K	Sell
2022 Q3	$418K	Buy
2022 Q2	$439K	Buy
2020 Q1	–	Sell
2019 Q4	$3.01M	Buy