UBS Group
DUDE

UBS Group’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

UBS Group’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
2023
Q3 		– Sell
-890
Closed -$19.1K – 10217
2023
Q2 		$19.1K Sell
890
-2,880
-76% -$58.5K ﹤0.01% 6899
2023
Q1 		$79.2K Sell
3,770
-526
-12% -$10.8K ﹤0.01% 6107
2022
Q4 		$89.3K Sell
4,296
-164
-4% -$3.65K ﹤0.01% 6210
2022
Q3 		$98K Buy
4,460
+4,355
+4,148% +$102K ﹤0.01% 5732
2022
Q2 		$3K Sell
105
-3,441
-97% -$87.2K ﹤0.01% 9425
2022
Q1 		$96K Buy
3,546
+1,851
+109% +$50.6K ﹤0.01% 5961
2021
Q4 		$49K Sell
1,695
-265
-14% -$7.66K ﹤0.01% 6922
2021
Q3 		$53K Buy
1,960
+1,250
+176% +$34.8K ﹤0.01% 6293
2021
Q2 		$20K Buy
+710
New +$19.2K ﹤0.01% 7359

Other funds holding DUDE

AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

UBS Group's DUDE Position: Q3 2023 in Review

UBS Group sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q3 2023, closing a stake of 890 shares — an estimated $19.1K sold.

UBS Group first reported a position in DUDE in Q2 2021 and held it in 9 quarters. The position peaked at $98K in Q3 2022. 6 funds tracked by Wall St. Rank hold DUDE as of Q3 2023.

  • UBS Group reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 890 Merlyn.AI SectorSurfer Momentum ETF shares in Q3 2023, an estimated $19.1K.
  • UBS Group first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q2 2021 and held it in 9 quarters.
  • UBS Group's Merlyn.AI SectorSurfer Momentum ETF position peaked at $98K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.