Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘19
2001
4 4 0 50.9%
2002
4 6 2 50.3%
2003
4 5 1 97.8%
ZTR
2004
Virtus Total Return Fund
ZTR
$315M
4 13 9 45.8%
2005
4 184 180 25.3%
2006
4 37 33 1.93%
2007
4 64 60 12.3%
2008
4 26 22 27.9%
2009
4 28 24 150%
2010
4 13 9 18.1%
WBIY icon
2011
WBI Power Factor High Dividend ETF
WBIY
$54.6M
4 11 7 35%
2012
4 35 31 23.8%
2013
4 25 21 62.2%
2014
4 28 24 17.2%
2015
4 6 2 98.4%
2016
4 25 21 283%
2017
4 44 40 5.59%
2018
4 6 2 29.1%
2019
4 66 62 66.4%
2020
4 40 36 78.8%
2021
4 40 36 28.2%
2022
4 26 22 188%
2023
4 8 4 647%
2024
4 13 9 104%
2025
4 15 11 18.1%