Morgan Stanley’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Morgan Stanley’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
2022 Q3	–	Sell	-999	Closed	-$31K	–	7992
2022 Q2	$31K	Sell	999 -1,000	-50%	-$32.2K	﹤0.01%	6829
2022 Q1	$69K	Hold	1,999	–	–	﹤0.01%	6537
2021 Q4	$74K	Hold	1,999	–	–	﹤0.01%	6617
2021 Q3	$69K	Hold	1,999	–	–	﹤0.01%	6568
2021 Q2	$72K	Buy	+1,999	New	+$69.7K	﹤0.01%	6499

Other funds holding WIZ

OPOWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCFS

S.C. Financial Services Scottsdale, Arizona $65M AUM 9.66% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

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

Morgan Stanley's WIZ Position: Q3 2022 in Review

Morgan Stanley sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q3 2022, closing a stake of 999 shares — an estimated $31K sold.

Morgan Stanley first reported a position in WIZ in Q2 2021 and held it in 5 quarters. The position peaked at $74K in Q4 2021. 12 funds tracked by Wall St. Rank hold WIZ as of Q3 2022.

Morgan Stanley reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q3 2022 after selling out during the quarter.
Morgan Stanley sold 999 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q3 2022, an estimated $31K.
Morgan Stanley first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q2 2021 and held it in 5 quarters.
Morgan Stanley's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $74K in Q4 2021.
12 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.