SPW
DUDE

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

Surience Private 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
Q3 		– Sell
-623,079
Closed -$14.8M – 21
2022
Q2 		$14.8M Sell
623,079
-18,024
-3% -$457K 22.37% 3
2022
Q1 		$17.4M Buy
+641,103
New +$17.5M 15.19% 1

Other funds holding DUDE

SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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
CFG
CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 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

Surience Private Wealth's DUDE Position: Q3 2022 in Review

Surience Private Wealth sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2022, closing a stake of 623,079 shares — an estimated $14.8M sold.

Surience Private Wealth first reported a position in DUDE in Q1 2022 and held it in 2 quarters. The position peaked at $17.4M in Q1 2022. 10 funds tracked by Wall St. Rank hold DUDE as of Q3 2022.

  • Surience Private Wealth reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Surience Private Wealth sold 623,079 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2022, an estimated $14.8M.
  • Surience Private Wealth first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Surience Private Wealth's Merlyn.AI SectorSurfer Momentum ETF position peaked at $17.4M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2022.

Based on Surience Private Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.