Commonwealth Equity Services
WIZ

Commonwealth Equity Services’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Commonwealth Equity Services’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
-12,195
Closed -$345K – 3829
2022
Q3 		$345K Sell
12,195
-2,515
-17% -$75.9K ﹤0.01% 2710
2022
Q2 		$450K Buy
14,710
+2,214
+18% +$71.3K ﹤0.01% 2486
2022
Q1 		$431K Sell
12,496
-692
-5% -$24.2K ﹤0.01% 2639
2021
Q4 		$486K Sell
13,188
-3,510
-21% -$128K ﹤0.01% 2538
2021
Q3 		$580K Sell
16,698
-429
-3% -$15.4K ﹤0.01% 2365
2021
Q2 		$614K Buy
17,127
+700
+4% +$24.4K ﹤0.01% 2308
2021
Q1 		$550K Buy
16,427
+7,561
+85% +$263K ﹤0.01% 2258
2020
Q4 		$295K Buy
+8,866
New +$283K ﹤0.01% 2603

Other funds holding WIZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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

Commonwealth Equity Services's WIZ Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2022, closing a stake of 12,195 shares — an estimated $345K sold.

Commonwealth Equity Services first reported a position in WIZ in Q4 2020 and held it in 8 quarters. The position peaked at $614K in Q2 2021. 7 funds tracked by Wall St. Rank hold WIZ as of Q4 2022.

  • Commonwealth Equity Services reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,195 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2022, an estimated $345K.
  • Commonwealth Equity Services first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2020 and held it in 8 quarters.
  • Commonwealth Equity Services's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $614K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.