Commonwealth Equity Services
BOB

Commonwealth Equity Services’s Merlyn.AI Best-of-Breed Core Momentum ETF BOB Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-15,469
Closed -$400K – 3848
2022
Q1 		$400K Buy
15,469
+4,500
+41% +$118K ﹤0.01% 2714
2021
Q4 		$297K Hold
10,969
– – ﹤0.01% 2981
2021
Q3 		$278K Hold
10,969
– – ﹤0.01% 2996
2021
Q2 		$282K Buy
+10,969
New +$283K ﹤0.01% 2965

Other funds holding BOB

WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services's BOB Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Merlyn.AI Best-of-Breed Core Momentum ETF (BOB) in Q2 2022, closing a stake of 15,469 shares — an estimated $400K sold.

Commonwealth Equity Services first reported a position in BOB in Q2 2021 and held it in 4 quarters. The position peaked at $400K in Q1 2022. 7 funds tracked by Wall St. Rank hold BOB as of Q2 2022.

  • Commonwealth Equity Services reported no remaining Merlyn.AI Best-of-Breed Core Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,469 Merlyn.AI Best-of-Breed Core Momentum ETF shares in Q2 2022, an estimated $400K.
  • Commonwealth Equity Services first reported a position in Merlyn.AI Best-of-Breed Core Momentum ETF in Q2 2021 and held it in 4 quarters.
  • Commonwealth Equity Services's Merlyn.AI Best-of-Breed Core Momentum ETF position peaked at $400K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Merlyn.AI Best-of-Breed Core Momentum ETF as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.