SW
DUDE

Signify Wealth’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Signify Wealth’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
-471,811
Closed -$10.4M – 35
2022
Q3 		$10.4M Sell
471,811
-288,223
-38% -$6.78M 11.04% 3
2022
Q2 		$18.1M Sell
760,034
-78,427
-9% -$1.99M 25.08% 1
2022
Q1 		$22.7M Buy
+838,461
New +$22.9M 15.24% 2

Other funds holding DUDE

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

Signify Wealth's DUDE Position: Q4 2022 in Review

Signify Wealth sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q4 2022, closing a stake of 471,811 shares — an estimated $10.4M sold.

Signify Wealth first reported a position in DUDE in Q1 2022 and held it in 3 quarters. The position peaked at $22.7M in Q1 2022. 9 funds tracked by Wall St. Rank hold DUDE as of Q4 2022.

  • Signify Wealth reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Signify Wealth sold 471,811 Merlyn.AI SectorSurfer Momentum ETF shares in Q4 2022, an estimated $10.4M.
  • Signify Wealth first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2022 and held it in 3 quarters.
  • Signify Wealth's Merlyn.AI SectorSurfer Momentum ETF position peaked at $22.7M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q4 2022.

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