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

Clearview Wealth 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
2022 Q4	–	Sell	-7,057	Closed	-$200K	–	662
2022 Q3	$200K	Sell	7,057 -1,325	-16%	-$40K	0.16%	86
2022 Q2	$257K	Sell	8,382 -4,045	-33%	-$130K	0.19%	75
2022 Q1	$429K	Sell	12,427 -232	-2%	-$8.13K	0.28%	62
2021 Q4	$467K	Sell	12,659 -1,387	-10%	-$50.8K	0.28%	74
2021 Q3	$488K	Buy	14,046 +461	+3%	+$16.5K	0.31%	67
2021 Q2	$487K	Sell	13,585 -130	-0.9%	-$4.53K	0.3%	68
2021 Q1	$459K	Buy	13,715 +6,069	+79%	+$211K	0.3%	66
2020 Q4	$255K	Buy	+7,646	New	+$244K	0.17%	97

Other funds holding WIZ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Clearview Wealth Advisors's WIZ Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2022, closing a stake of 7,057 shares — an estimated $200K sold.

Clearview Wealth Advisors first reported a position in WIZ in Q4 2020 and held it in 8 quarters. The position peaked at $488K in Q3 2021. 7 funds tracked by Wall St. Rank hold WIZ as of Q4 2022.

Clearview Wealth Advisors reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 7,057 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2022, an estimated $200K.
Clearview Wealth Advisors first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $488K in Q3 2021.
7 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.