SEP
DUDE

Southland Equity Partners’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Southland Equity Partners’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
Q2 		– Sell
-8,686
Closed -$232K – 170
2021
Q1 		$232K Buy
+8,686
New +$241K 0.13% 131

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 $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Southland Equity Partners's DUDE Position: Q2 2021 in Review

Southland Equity Partners sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q2 2021, closing a stake of 8,686 shares — an estimated $232K sold.

Southland Equity Partners first reported a position in DUDE in Q1 2021 and held it in 1 quarter. The position peaked at $232K in Q1 2021. 10 funds tracked by Wall St. Rank hold DUDE as of Q2 2021.

  • Southland Equity Partners reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Southland Equity Partners sold 8,686 Merlyn.AI SectorSurfer Momentum ETF shares in Q2 2021, an estimated $232K.
  • Southland Equity Partners first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Southland Equity Partners's Merlyn.AI SectorSurfer Momentum ETF position peaked at $232K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q2 2021.

Based on Southland Equity Partners's 13F filing for Q2 2021, filed 2 Jan 2024.