Cambridge Investment Research Advisors
WIZ

Cambridge Investment Research Advisors’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Cambridge Investment Research Advisors’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
-36,554
Closed -$1.07M – 3291
2023
Q2 		$1.07M Sell
36,554
-55
-0.2% -$1.51K ﹤0.01% 1571
2023
Q1 		$1.02M Sell
36,609
-127
-0.3% -$3.48K 0.01% 1566
2022
Q4 		$1.01M Buy
36,736
+22,112
+151% +$635K 0.01% 1511
2022
Q3 		$415K Sell
14,624
-1
-0% -$30 ﹤0.01% 2083
2022
Q2 		$448K Sell
14,625
-1,328
-8% -$42.8K ﹤0.01% 2042
2022
Q1 		$551K Buy
15,953
+209
+1% +$7.32K ﹤0.01% 2026
2021
Q4 		$581K Buy
15,744
+480
+3% +$17.6K ﹤0.01% 1982
2021
Q3 		$530K Buy
15,264
+173
+1% +$6.2K ﹤0.01% 2006
2021
Q2 		$541K Sell
15,091
-882
-6% -$30.7K ﹤0.01% 1984
2021
Q1 		$535K Buy
+15,973
New +$555K ﹤0.01% 1855

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 $6.54B 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

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

Cambridge Investment Research Advisors sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q3 2023, closing a stake of 36,554 shares — an estimated $1.07M sold.

Cambridge Investment Research Advisors first reported a position in WIZ in Q1 2021 and held it in 10 quarters. The position peaked at $1.07M in Q2 2023. 6 funds tracked by Wall St. Rank hold WIZ as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 36,554 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q3 2023, an estimated $1.07M.
  • Cambridge Investment Research Advisors first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q1 2021 and held it in 10 quarters.
  • Cambridge Investment Research Advisors's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $1.07M 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 Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.