Royal Bank of Canada’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Royal Bank of Canada’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 Q2	–	Sell	-364	Closed	-$13K	–	7913
2022 Q1	$13K	Sell	364 -37,635	-99%	-$1.32M	﹤0.01%	6856
2021 Q4	$1.4M	Buy	37,999 +8,220	+28%	+$301K	﹤0.01%	3492
2021 Q3	$1.03M	Buy	29,779 +1,274	+4%	+$45.6K	﹤0.01%	3660
2021 Q2	$1.02M	Buy	28,505 +28,175	+8,538%	+$982K	﹤0.01%	3624
2021 Q1	$11K	Buy	330 +80	+32%	+$2.78K	﹤0.01%	6783
2020 Q4	$8K	Hold	250	–	–	﹤0.01%	6497
2020 Q3	$8K	Buy	+250	New	+$7.74K	﹤0.01%	6021

Other funds holding WIZ

OPOWM

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

SPW

Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

CWA

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

SCFS

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

Royal Bank of Canada's WIZ Position: Q2 2022 in Review

Royal Bank of Canada sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q2 2022, closing a stake of 364 shares — an estimated $13K sold.

Royal Bank of Canada first reported a position in WIZ in Q3 2020 and held it in 7 quarters. The position peaked at $1.4M in Q4 2021. 16 funds tracked by Wall St. Rank hold WIZ as of Q2 2022.

Royal Bank of Canada reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q2 2022 after selling out during the quarter.
Royal Bank of Canada sold 364 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q2 2022, an estimated $13K.
Royal Bank of Canada first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q3 2020 and held it in 7 quarters.
Royal Bank of Canada's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $1.4M in Q4 2021.
16 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q2 2022.

Based on Royal Bank of Canada's 13F filing for Q2 2022, filed 15 Aug 2022.