Clear Creek Financial Management’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Clear Creek Financial 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
2022 Q2	–	Sell	-6,164	Closed	-$213K	–	388
2022 Q1	$213K	Hold	6,164	–	–	0.03%	305
2021 Q4	$227K	Hold	6,164	–	–	0.03%	305
2021 Q3	$214K	Sell	6,164 -88	-1%	-$3.15K	0.03%	289
2021 Q2	$224K	Buy	+6,252	New	+$218K	0.03%	281
2021 Q1	–	Sell	-216,381	Closed	-$7.22M	–	288
2020 Q4	$7.22M	Buy	+216,381	New	+$6.89M	1.39%	16

Other funds holding WIZ

OPOWM

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

SPW

Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

CWA

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

SCFS

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

Clear Creek Financial Management's WIZ Position: Q2 2022 in Review

Clear Creek Financial Management sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q2 2022, closing a stake of 6,164 shares — an estimated $213K sold.

Clear Creek Financial Management first reported a position in WIZ in Q4 2020 and held it in 5 quarters. The position peaked at $7.22M in Q4 2020. 16 funds tracked by Wall St. Rank hold WIZ as of Q2 2022.

Clear Creek Financial Management reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 6,164 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q2 2022, an estimated $213K.
Clear Creek Financial Management first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2020 and held it in 5 quarters.
Clear Creek Financial Management's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $7.22M in Q4 2020.
16 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.