SPC
DUDE

Sigma Planning Corp’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Sigma Planning Corp’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
2021
Q3 		– Sell
-20,770
Closed -$579K – 1520
2021
Q2 		$579K Buy
20,770
+270
+1% +$7.3K 0.02% 768
2021
Q1 		$547K Buy
+20,500
New +$570K 0.02% 734

Other funds holding DUDE

CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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
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

Sigma Planning Corp's DUDE Position: Q3 2021 in Review

Sigma Planning Corp sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2021, closing a stake of 20,770 shares — an estimated $579K sold.

Sigma Planning Corp first reported a position in DUDE in Q1 2021 and held it in 2 quarters. The position peaked at $579K in Q2 2021. 7 funds tracked by Wall St. Rank hold DUDE as of Q3 2021.

  • Sigma Planning Corp reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 20,770 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2021, an estimated $579K.
  • Sigma Planning Corp first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 2 quarters.
  • Sigma Planning Corp's Merlyn.AI SectorSurfer Momentum ETF position peaked at $579K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.