Janiczek Wealth Management’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History

Janiczek Wealth Management’s Portfolio SNUG Stock Details SNUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$12K	–	1090
2022 Q3	$12K	Hold	500	–	–	﹤0.01%	525
2022 Q2	$13K	Hold	500	–	–	﹤0.01%	540
2022 Q1	$14K	Hold	500	–	–	﹤0.01%	524
2021 Q4	$14K	Hold	500	–	–	﹤0.01%	550
2021 Q3	$14K	Hold	500	–	–	0.01%	522
2021 Q2	$14K	Hold	500	–	–	0.01%	505
2021 Q1	$14K	Hold	500	–	–	0.01%	470
2020 Q4	$14K	Hold	500	–	–	0.01%	410
2020 Q3	$13K	Buy	+500	New	+$13.2K	0.01%	214

Janiczek Wealth Management's SNUG Position: Q4 2022 in Review

Janiczek Wealth Management sold out of Merlyn.AI Tactical Growth & Income ETF (SNUG) in Q4 2022, closing a stake of 500 shares — an estimated $12K sold.

Janiczek Wealth Management first reported a position in SNUG in Q3 2020 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 0 funds tracked by Wall St. Rank hold SNUG as of Q4 2022.

Janiczek Wealth Management reported no remaining Merlyn.AI Tactical Growth & Income ETF position as of Q4 2022 after selling out during the quarter.
Janiczek Wealth Management sold 500 Merlyn.AI Tactical Growth & Income ETF shares in Q4 2022, an estimated $12K.
Janiczek Wealth Management first reported a position in Merlyn.AI Tactical Growth & Income ETF in Q3 2020 and held it in 9 quarters.
Janiczek Wealth Management's Merlyn.AI Tactical Growth & Income ETF position peaked at $14K in Q1 2022.
0 funds tracked by Wall St. Rank held Merlyn.AI Tactical Growth & Income ETF as of Q4 2022.

Based on Janiczek Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.