CFG
DUDE

CMC Financial Group’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

CMC Financial Group’s Portfolio DUDE Stock Details DUDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,345
Closed -$478K – 25
2022
Q4 		$478K Sell
22,345
-3,304
-13% -$73.5K 0.77% 15
2022
Q3 		$565K Sell
25,649
-1,114,936
-98% -$26.2M 1.33% 13
2022
Q2 		$27.1M Sell
1,140,585
-20
-0% -$507 46.21% 1
2022
Q1 		$29M Sell
1,140,605
-932,210
-45% -$25.5M 32.31% 1
2021
Q4 		$60.4M Sell
2,072,815
-28,764
-1% -$832K 32.56% 1
2021
Q3 		$56.6M Sell
2,101,579
-35,357
-2% -$985K 32.96% 1
2021
Q2 		$59.6M Sell
2,136,936
-18,945
-0.9% -$513K 33.9% 1
2021
Q1 		$57.6M Buy
+2,155,881
New +$59.9M 34.52% 1

Other funds holding DUDE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

CMC Financial Group's DUDE Position: Q1 2023 in Review

CMC Financial Group sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q1 2023, closing a stake of 22,345 shares — an estimated $478K sold.

CMC Financial Group first reported a position in DUDE in Q1 2021 and held it in 8 quarters. The position peaked at $60.4M in Q4 2021. 9 funds tracked by Wall St. Rank hold DUDE as of Q1 2023.

  • CMC Financial Group reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • CMC Financial Group sold 22,345 Merlyn.AI SectorSurfer Momentum ETF shares in Q1 2023, an estimated $478K.
  • CMC Financial Group first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 8 quarters.
  • CMC Financial Group's Merlyn.AI SectorSurfer Momentum ETF position peaked at $60.4M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q1 2023.

Based on CMC Financial Group's 13F filing for Q1 2023, filed 1 May 2023.