Clear Creek Financial Management’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History

Clear Creek Financial Management’s Portfolio SNUG Stock Details SNUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-54,191	Closed	-$1.25M	–	318
2022 Q3	$1.25M	Sell	54,191 -1,087	-2%	-$26.8K	0.28%	70
2022 Q2	$1.37M	Sell	55,278 -11,030	-17%	-$281K	0.29%	73
2022 Q1	$1.79M	Buy	66,308 +32,167	+94%	+$881K	0.28%	88
2021 Q4	$948K	Buy	34,141 +13,839	+68%	+$388K	0.14%	127
2021 Q3	$561K	Buy	20,302 +8,106	+66%	+$229K	0.09%	175
2021 Q2	$344K	Buy	+12,196	New	+$338K	0.05%	218
2021 Q1	–	Sell	-180,121	Closed	-$4.95M	–	291
2020 Q4	$4.95M	Buy	+180,121	New	+$4.78M	0.95%	28

Clear Creek Financial Management's SNUG Position: Q4 2022 in Review

Clear Creek Financial Management sold out of Merlyn.AI Tactical Growth & Income ETF (SNUG) in Q4 2022, closing a stake of 54,191 shares — an estimated $1.25M sold.

Clear Creek Financial Management first reported a position in SNUG in Q4 2020 and held it in 7 quarters. The position peaked at $4.95M in Q4 2020. 0 funds tracked by Wall St. Rank hold SNUG as of Q4 2022.

Clear Creek Financial Management reported no remaining Merlyn.AI Tactical Growth & Income ETF position as of Q4 2022 after selling out during the quarter.
Clear Creek Financial Management sold 54,191 Merlyn.AI Tactical Growth & Income ETF shares in Q4 2022, an estimated $1.25M.
Clear Creek Financial Management first reported a position in Merlyn.AI Tactical Growth & Income ETF in Q4 2020 and held it in 7 quarters.
Clear Creek Financial Management's Merlyn.AI Tactical Growth & Income ETF position peaked at $4.95M in Q4 2020.
0 funds tracked by Wall St. Rank held Merlyn.AI Tactical Growth & Income ETF as of Q4 2022.

Based on Clear Creek Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.