MCC
WIZ

Money Concepts Capital’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-500
Closed -$13.7K – 3142
2022
Q4 		$13.7K Buy
+500
New +$14.4K ﹤0.01% 1860

Other funds holding WIZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's WIZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q1 2023, closing a stake of 500 shares — an estimated $13.7K sold.

Money Concepts Capital first reported a position in WIZ in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 9 funds tracked by Wall St. Rank hold WIZ as of Q1 2023.

  • Money Concepts Capital reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 500 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q1 2023, an estimated $13.7K.
  • Money Concepts Capital first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $13.7K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.