MWM
SNUG

MY Wealth Management’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History

MY Wealth Management’s Portfolio SNUG Stock Details SNUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-329,393
Closed -$8.14M – 27
2022
Q2 		$8.14M Sell
329,393
-3,385
-1% -$86.4K 8.79% 3
2022
Q1 		$8.99M Buy
332,778
+17,651
+6% +$483K 8.33% 3
2021
Q4 		$8.75M Buy
+315,127
New +$8.83M 7.69% 4

Other funds holding SNUG

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

MY Wealth Management's SNUG Position: Q3 2022 in Review

MY Wealth Management sold out of Merlyn.AI Tactical Growth & Income ETF (SNUG) in Q3 2022, closing a stake of 329,393 shares — an estimated $8.14M sold.

MY Wealth Management first reported a position in SNUG in Q4 2021 and held it in 3 quarters. The position peaked at $8.99M in Q1 2022. 6 funds tracked by Wall St. Rank hold SNUG as of Q3 2022.

  • MY Wealth Management reported no remaining Merlyn.AI Tactical Growth & Income ETF position as of Q3 2022 after selling out during the quarter.
  • MY Wealth Management sold 329,393 Merlyn.AI Tactical Growth & Income ETF shares in Q3 2022, an estimated $8.14M.
  • MY Wealth Management first reported a position in Merlyn.AI Tactical Growth & Income ETF in Q4 2021 and held it in 3 quarters.
  • MY Wealth Management's Merlyn.AI Tactical Growth & Income ETF position peaked at $8.99M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Merlyn.AI Tactical Growth & Income ETF as of Q3 2022.

Based on MY Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.