Advyzon Investment Management, LLC
Position in WBIF — WBI BullBear Value 3000 ETF
CIK 2011872
LISLE, IL
Position in WBIF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$977,855
+$131,147 QoQ
Shares Held
27,384
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3
of 7 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBIF Over Time
Shares Held
Position Value (USD)
All Filings in WBIF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,855 | 27,384 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $846,708 | 27,099 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $837,402 | 27,047 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $958,192 | 30,816 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $932,864 | 32,417 | Shares | Other | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||