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

Citadel 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
2021 Q4	–	Sell	-5,927	Closed	-$206K	–	15096
2021 Q3	$206K	Sell	5,927 -554	-9%	-$19.8K	﹤0.01%	11934
2021 Q2	$232K	Sell	6,481 -2,046	-24%	-$71.3K	﹤0.01%	11845
2021 Q1	$286K	Buy	8,527 +1,442	+20%	+$50.1K	﹤0.01%	10975
2020 Q4	$236K	Buy	+7,085	New	+$226K	﹤0.01%	9484

Other funds holding WIZ

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SCFS

S.C. Financial Services Scottsdale, Arizona $65M AUM 9.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Citadel Advisors's WIZ Position: Q4 2021 in Review

Citadel Advisors sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2021, closing a stake of 5,927 shares — an estimated $206K sold.

Citadel Advisors first reported a position in WIZ in Q4 2020 and held it in 4 quarters. The position peaked at $286K in Q1 2021. 18 funds tracked by Wall St. Rank hold WIZ as of Q4 2021.

Citadel Advisors reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2021 after selling out during the quarter.
Citadel Advisors sold 5,927 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2021, an estimated $206K.
Citadel Advisors first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2020 and held it in 4 quarters.
Citadel Advisors's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $286K in Q1 2021.
18 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2021.

Based on Citadel Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.