SCFS
WIZ

S.C. Financial Services’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

S.C. Financial Services’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
Q4 		– Sell
-8,099
Closed -$230K – 134
2022
Q3 		$230K Buy
8,099
+138
+2% +$4.16K 0.36% 96
2022
Q2 		$244K Sell
7,961
-8,038
-50% -$259K 0.38% 92
2022
Q1 		$553K Sell
15,999
-1,645
-9% -$57.6K 0.71% 48
2021
Q4 		$630K Buy
+17,644
New +$646K 0.72% 45

Other funds holding WIZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

S.C. Financial Services's WIZ Position: Q4 2022 in Review

S.C. Financial Services sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2022, closing a stake of 8,099 shares — an estimated $230K sold.

S.C. Financial Services first reported a position in WIZ in Q4 2021 and held it in 4 quarters. The position peaked at $630K in Q4 2021. 7 funds tracked by Wall St. Rank hold WIZ as of Q4 2022.

  • S.C. Financial Services reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2022 after selling out during the quarter.
  • S.C. Financial Services sold 8,099 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2022, an estimated $230K.
  • S.C. Financial Services first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q4 2021 and held it in 4 quarters.
  • S.C. Financial Services's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $630K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.