JY
DUDE

Jeff Yass’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Jeff Yass’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
Q3 		– Sell
-11,636
Closed -$249K – 13317
2023
Q2 		$249K Sell
11,636
-9,303
-44% -$189K ﹤0.01% 9819
2023
Q1 		$440K Buy
20,939
+9,526
+83% +$196K ﹤0.01% 8877
2022
Q4 		$237K Sell
11,413
-5,114
-31% -$114K ﹤0.01% 9703
2022
Q3 		$364K Sell
16,527
-7,435
-31% -$175K ﹤0.01% 9319
2022
Q2 		$570K Buy
23,962
+7,914
+49% +$200K ﹤0.01% 7939
2022
Q1 		$434K Buy
16,048
+5,385
+51% +$147K ﹤0.01% 9336
2021
Q4 		$311K Buy
+10,663
New +$308K ﹤0.01% 10415

Other funds holding DUDE

AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Jeff Yass's DUDE Position: Q3 2023 in Review

Jeff Yass sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2023, closing a stake of 11,636 shares — an estimated $249K sold.

Jeff Yass first reported a position in DUDE in Q4 2021 and held it in 7 quarters. The position peaked at $570K in Q2 2022. 6 funds tracked by Wall St. Rank hold DUDE as of Q3 2023.

  • Jeff Yass reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Jeff Yass sold 11,636 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2023, an estimated $249K.
  • Jeff Yass first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q4 2021 and held it in 7 quarters.
  • Jeff Yass's Merlyn.AI SectorSurfer Momentum ETF position peaked at $570K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2023.

Based on Susquehanna International Group's 13F filing for Q3 2023, filed 14 Nov 2023.