Commonwealth Equity Services’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Commonwealth Equity Services’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	-11,217	Closed	-$233K	–	3887
2022 Q4	$233K	Sell	11,217 -6,365	-36%	-$142K	﹤0.01%	3095
2022 Q3	$387K	Sell	17,582 -2,850	-14%	-$67K	﹤0.01%	2614
2022 Q2	$486K	Buy	20,432 +4,925	+32%	+$125K	﹤0.01%	2424
2022 Q1	$419K	Buy	+15,507	New	+$424K	﹤0.01%	2673
2021 Q2	–	Sell	-58,945	Closed	-$1.57M	–	3599
2021 Q1	$1.57M	Buy	+58,945	New	+$1.64M	﹤0.01%	1488

Other funds holding DUDE

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return

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 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

Commonwealth Equity Services's DUDE Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q1 2023, closing a stake of 11,217 shares — an estimated $233K sold.

Commonwealth Equity Services first reported a position in DUDE in Q1 2021 and held it in 5 quarters. The position peaked at $1.57M in Q1 2021. 9 funds tracked by Wall St. Rank hold DUDE as of Q1 2023.

Commonwealth Equity Services reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 11,217 Merlyn.AI SectorSurfer Momentum ETF shares in Q1 2023, an estimated $233K.
Commonwealth Equity Services first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 5 quarters.
Commonwealth Equity Services's Merlyn.AI SectorSurfer Momentum ETF position peaked at $1.57M in Q1 2021.
9 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.