SPW
WIZ

Surience Private Wealth’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Surience Private Wealth’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
Q3 		– Sell
-159,074
Closed -$4.88M – 22
2022
Q2 		$4.88M Sell
159,074
-3,440
-2% -$111K 7.36% 4
2022
Q1 		$5.62M Buy
+162,514
New +$5.69M 4.91% 9

Other funds holding WIZ

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCFS
S.C. Financial Services Scottsdale, Arizona $65M AUM 9.66% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

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

Surience Private Wealth sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q3 2022, closing a stake of 159,074 shares — an estimated $4.88M sold.

Surience Private Wealth first reported a position in WIZ in Q1 2022 and held it in 2 quarters. The position peaked at $5.62M in Q1 2022. 12 funds tracked by Wall St. Rank hold WIZ as of Q3 2022.

  • Surience Private Wealth reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q3 2022 after selling out during the quarter.
  • Surience Private Wealth sold 159,074 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q3 2022, an estimated $4.88M.
  • Surience Private Wealth first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q1 2022 and held it in 2 quarters.
  • Surience Private Wealth's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $5.62M in Q1 2022.
  • 12 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q3 2022.

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