OMC
WIZ

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

Old Mission 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
2021
Q4 		– Sell
-12,455
Closed -$433K – 1304
2021
Q3 		$433K Sell
12,455
-7,182
-37% -$257K 0.02% 617
2021
Q2 		$704K Buy
19,637
+3,346
+21% +$117K 0.02% 536
2021
Q1 		$546K Buy
+16,291
New +$566K 0.03% 494

Other funds holding WIZ

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Old Mission Capital's WIZ Position: Q4 2021 in Review

Old Mission Capital sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2021, closing a stake of 12,455 shares — an estimated $433K sold.

Old Mission Capital first reported a position in WIZ in Q1 2021 and held it in 3 quarters. The position peaked at $704K in Q2 2021. 18 funds tracked by Wall St. Rank hold WIZ as of Q4 2021.

  • Old Mission Capital reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2021 after selling out during the quarter.
  • Old Mission Capital sold 12,455 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2021, an estimated $433K.
  • Old Mission Capital first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q1 2021 and held it in 3 quarters.
  • Old Mission Capital's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $704K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2021.

Based on Old Mission Capital's 13F filing for Q4 2021, filed 10 Feb 2022.