CMC Financial Group’s Merlyn.AI Best-of-Breed Core Momentum ETF BOB Stock Holding History

CMC Financial Group’s Portfolio BOB Stock Details BOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-44,182	Closed	-$959K	–	22
2022 Q2	$959K	Hold	44,182	–	–	1.63%	14
2022 Q1	$1.05M	Buy	+44,182	New	+$1.15M	1.17%	20

Other funds holding BOB

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

CMC Financial Group's BOB Position: Q3 2022 in Review

CMC Financial Group sold out of Merlyn.AI Best-of-Breed Core Momentum ETF (BOB) in Q3 2022, closing a stake of 44,182 shares — an estimated $959K sold.

CMC Financial Group first reported a position in BOB in Q1 2022 and held it in 2 quarters. The position peaked at $1.05M in Q1 2022. 5 funds tracked by Wall St. Rank hold BOB as of Q3 2022.

CMC Financial Group reported no remaining Merlyn.AI Best-of-Breed Core Momentum ETF position as of Q3 2022 after selling out during the quarter.
CMC Financial Group sold 44,182 Merlyn.AI Best-of-Breed Core Momentum ETF shares in Q3 2022, an estimated $959K.
CMC Financial Group first reported a position in Merlyn.AI Best-of-Breed Core Momentum ETF in Q1 2022 and held it in 2 quarters.
CMC Financial Group's Merlyn.AI Best-of-Breed Core Momentum ETF position peaked at $1.05M in Q1 2022.
5 funds tracked by Wall St. Rank held Merlyn.AI Best-of-Breed Core Momentum ETF as of Q3 2022.

Based on CMC Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.