Kestra Private Wealth Services’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Kestra Private Wealth Services’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
2022 Q2	–	Sell	-390,702	Closed	-$10.6M	–	1028
2022 Q1	$10.6M	Sell	390,702 -15,171	-4%	-$415K	0.52%	32
2021 Q4	$11.8M	Buy	405,873 +98,557	+32%	+$2.85M	0.57%	28
2021 Q3	$8.28M	Buy	307,316 +10,309	+3%	+$287K	0.46%	40
2021 Q2	$8.28M	Sell	297,007 -1,147	-0.4%	-$31K	0.5%	34
2021 Q1	$7.96M	Buy	+298,154	New	+$8.29M	0.55%	30

Other funds holding DUDE

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

SPW

Surience Private Wealth Yakima, Washington $93.2M AUM 50.3% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Private Wealth Services's DUDE Position: Q2 2022 in Review

Kestra Private Wealth Services sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q2 2022, closing a stake of 390,702 shares — an estimated $10.6M sold.

Kestra Private Wealth Services first reported a position in DUDE in Q1 2021 and held it in 5 quarters. The position peaked at $11.8M in Q4 2021. 13 funds tracked by Wall St. Rank hold DUDE as of Q2 2022.

Kestra Private Wealth Services reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q2 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 390,702 Merlyn.AI SectorSurfer Momentum ETF shares in Q2 2022, an estimated $10.6M.
Kestra Private Wealth Services first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 5 quarters.
Kestra Private Wealth Services's Merlyn.AI SectorSurfer Momentum ETF position peaked at $11.8M in Q4 2021.
13 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q2 2022.

Based on Kestra Private Wealth Services's 13F filing for Q2 2022, filed 12 Aug 2022.