CUSIP 00400R858WBI PWR FCTR ETFWBIYQ4 2025
Aggregate 13F value by quarter
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26 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wbi Investments, LLC | 785.4K | $25.13M | +4.2K | Added |
| 2 | Maridea Wealth Management LLC | 420.6K | $13.46M | −10.4K | Reduced |
| 3 | Lpl Financial LLC | 146.0K | $4.67M | +4.9K | Added |
| 4 | Rockport Wealth LLC | 138.3K | $4.43M |
| +9.9K |
| Added |
| 5 | Envestnet Asset Management Inc | 67.8K | $2.17M | −21.8K | Reduced |
| 6 | Stratos Wealth Partners, Ltd. | 65.9K | $2.11M | −399 | Reduced |
| 7 | Gts Securities LLC | 43.5K | $1.39M | +43.5K | New |
| 8 | Morgan Stanley | 20.1K | $642.7K | +716 | Added |
| 9 | Advyzon Investment Management, LLC | 17.9K | $571.3K | −2.3K | Reduced |
| 10 | Ausdal Financial Partners, Inc. | 17.9K | $571.3K | −2.3K | Reduced |
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