Cambridge Investment Research Advisors
DUDE

Cambridge Investment Research Advisors’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Cambridge Investment Research Advisors’s Portfolio DUDE Stock Details DUDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-124,401
Closed -$2.66M – 3290
2023
Q2 		$2.66M Sell
124,401
-13,430
-10% -$273K 0.01% 1007
2023
Q1 		$2.89M Sell
137,831
-5,336
-4% -$110K 0.01% 921
2022
Q4 		$2.98M Buy
143,167
+33,510
+31% +$745K 0.02% 865
2022
Q3 		$2.41M Sell
109,657
-1
-0% -$24 0.01% 931
2022
Q2 		$2.61M Sell
109,658
-4,679
-4% -$119K 0.01% 915
2022
Q1 		$3.1M Buy
114,337
+1,141
+1% +$31.2K 0.01% 895
2021
Q4 		$3.3M Buy
113,196
+4,584
+4% +$133K 0.01% 867
2021
Q3 		$2.92M Sell
108,612
-645
-0.6% -$18K 0.01% 887
2021
Q2 		$3.05M Sell
109,257
-1,723
-2% -$46.6K 0.01% 887
2021
Q1 		$2.96M Buy
+110,980
New +$3.09M 0.02% 811

Other funds holding DUDE

AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Cambridge Investment Research Advisors's DUDE Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2023, closing a stake of 124,401 shares — an estimated $2.66M sold.

Cambridge Investment Research Advisors first reported a position in DUDE in Q1 2021 and held it in 10 quarters. The position peaked at $3.3M in Q4 2021. 6 funds tracked by Wall St. Rank hold DUDE as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 124,401 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2023, an estimated $2.66M.
  • Cambridge Investment Research Advisors first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 10 quarters.
  • Cambridge Investment Research Advisors's Merlyn.AI SectorSurfer Momentum ETF position peaked at $3.3M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.