Pensionmark Financial Group »

Absolute Shs Tr wbi lgcp tc yl shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Absolute Shs Tr wbi lgcp tc yl (WBIG) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Absolute Shs Tr wbi lgcp tc yl

Tip: Access up to 7 years of quarterly data

All positions including Absolute Shs Tr wbi lgcp tc yl held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Absolute Shs Tr wbi lgcp tc yl by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $720k 31k 23.45

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Absolute Shs Tr wbi lgcp tc yl

WBI Investments
Maridea Wealth Management
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Ausdal Financial Partners
Advyzon Investment Management
Susquehanna International
Pensionmark Financial Group
Jane Street
Citadel Advisors
Southland Equity Partners
FMR

View all funds holding Absolute Shs Tr wbi lgcp tc yl