Householder Group Estate & Retirement Specialist’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-3,130	Closed	-$87K	–	1382
2023 Q3	$87K	Buy	+3,130	New	+$90.9K	0.03%	348
2023 Q1	$36K	Buy	+1,293	New	+$35.4K	0.01%	510
2022 Q4	–	Sell	-2,050	Closed	-$58K	–	1227
2022 Q3	$58K	Buy	+2,050	New	+$61.8K	0.02%	370

Householder Group Estate & Retirement Specialist's WIZ Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2023, closing a stake of 3,130 shares — an estimated $87K sold.

Householder Group Estate & Retirement Specialist first reported a position in WIZ in Q3 2022 and held it in 3 quarters. The position peaked at $87K in Q3 2023. 0 funds tracked by Wall St. Rank hold WIZ as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,130 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2023, an estimated $87K.
Householder Group Estate & Retirement Specialist first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $87K in Q3 2023.
0 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.