JWM
WIZ

Janiczek Wealth Management’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Janiczek Wealth Management’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
-1,200
Closed -$33.4K – 1184
2023
Q3 		$33.4K Hold
1,200
– – 0.01% 431
2023
Q2 		$35K Hold
1,200
– – 0.01% 367
2023
Q1 		$32.9K Hold
1,200
– – 0.01% 368
2022
Q4 		$33.7K Hold
1,200
– – 0.01% 369
2022
Q3 		$34K Hold
1,200
– – 0.01% 366
2022
Q2 		$37K Hold
1,200
– – 0.01% 356
2022
Q1 		$41K Hold
1,200
– – 0.01% 340
2021
Q4 		$44K Hold
1,200
– – 0.01% 333
2021
Q3 		$42K Hold
1,200
– – 0.01% 317
2021
Q2 		$43K Hold
1,200
– – 0.02% 284
2021
Q1 		$40K Hold
1,200
– – 0.02% 268
2020
Q4 		$40K Hold
1,200
– – 0.02% 238
2020
Q3 		$38K Buy
+1,200
New +$37.2K 0.02% 114

Janiczek Wealth Management's WIZ Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2023, closing a stake of 1,200 shares — an estimated $33.4K sold.

Janiczek Wealth Management first reported a position in WIZ in Q3 2020 and held it in 13 quarters. The position peaked at $44K in Q4 2021. 0 funds tracked by Wall St. Rank hold WIZ as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 1,200 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2023, an estimated $33.4K.
  • Janiczek Wealth Management first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q3 2020 and held it in 13 quarters.
  • Janiczek Wealth Management's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $44K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.