MWM
WIZ

MY Wealth Management’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

MY Wealth Management’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
Q1 		– Sell
-195,470
Closed -$7.21M – 30
2021
Q4 		$7.21M Buy
+195,470
New +$7.15M 6.34% 5

Other funds holding WIZ

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCFS
S.C. Financial Services Scottsdale, Arizona $65M AUM 9.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MY Wealth Management's WIZ Position: Q1 2022 in Review

MY Wealth Management sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q1 2022, closing a stake of 195,470 shares — an estimated $7.21M sold.

MY Wealth Management first reported a position in WIZ in Q4 2021 and held it in 1 quarter. The position peaked at $7.21M in Q4 2021. 19 funds tracked by Wall St. Rank hold WIZ as of Q1 2022.

  • MY Wealth Management reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q1 2022 after selling out during the quarter.
  • MY Wealth Management sold 195,470 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q1 2022, an estimated $7.21M.
  • MY Wealth Management first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2021 and held it in 1 quarter.
  • MY Wealth Management's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $7.21M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q1 2022.

Based on MY Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.