AWM
WIZ

Avior Wealth Management’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Avior Wealth Management’s Portfolio WIZ Stock Details WIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,108
Closed -$178K – 1690
2023
Q2 		$178K Buy
6,108
+57
+0.9% +$1.57K 0.01% 549
2023
Q1 		$168K Buy
+6,051
New +$166K 0.01% 555

Other funds holding WIZ

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's WIZ Position: Q3 2023 in Review

Avior Wealth Management sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q3 2023, closing a stake of 6,108 shares — an estimated $178K sold.

Avior Wealth Management first reported a position in WIZ in Q1 2023 and held it in 2 quarters. The position peaked at $178K in Q2 2023. 6 funds tracked by Wall St. Rank hold WIZ as of Q3 2023.

  • Avior Wealth Management reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 6,108 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q3 2023, an estimated $178K.
  • Avior Wealth Management first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $178K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.