One Plus One Wealth Management’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

One Plus One Wealth Management’s Portfolio DUDE Stock Details DUDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-395,439	Closed	-$8.71M	–	107
2022 Q3	$8.71M	Buy	395,439 +15,769	+4%	+$371K	7.09%	2
2022 Q2	$9.04M	Sell	379,670 -52,046	-12%	-$1.32M	6.85%	1
2022 Q1	$11.7M	Sell	431,716 -361,472	-46%	-$9.88M	7.75%	2
2021 Q4	$23.1M	Sell	793,188 -28,907	-4%	-$836K	15.96%	1
2021 Q3	$22.1M	Buy	822,095 +11,580	+1%	+$322K	15.96%	1
2021 Q2	$22.6M	Buy	810,515 +762,316	+1,582%	+$20.6M	15.59%	1
2021 Q1	$1.29M	Buy	+48,199	New	+$1.34M	1.01%	23

Other funds holding DUDE

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

One Plus One Wealth Management's DUDE Position: Q4 2022 in Review

One Plus One Wealth Management sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q4 2022, closing a stake of 395,439 shares — an estimated $8.71M sold.

One Plus One Wealth Management first reported a position in DUDE in Q1 2021 and held it in 7 quarters. The position peaked at $23.1M in Q4 2021. 9 funds tracked by Wall St. Rank hold DUDE as of Q4 2022.

One Plus One Wealth Management reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q4 2022 after selling out during the quarter.
One Plus One Wealth Management sold 395,439 Merlyn.AI SectorSurfer Momentum ETF shares in Q4 2022, an estimated $8.71M.
One Plus One Wealth Management first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 7 quarters.
One Plus One Wealth Management's Merlyn.AI SectorSurfer Momentum ETF position peaked at $23.1M in Q4 2021.
9 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q4 2022.

Based on One Plus One Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.