Wells Fargo’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Wells Fargo’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
2023 Q2	–	Sell	-1,010	Closed	-$28.1K	–	7736
2023 Q1	$28.1K	Hold	1,010	–	–	﹤0.01%	5484
2022 Q4	$27.8K	Hold	1,010	–	–	﹤0.01%	5123
2022 Q3	$29K	Hold	1,010	–	–	﹤0.01%	5217
2022 Q2	$31K	Hold	1,010	–	–	﹤0.01%	5262
2022 Q1	$35K	Hold	1,010	–	–	﹤0.01%	5808
2021 Q4	$37K	Hold	1,010	–	–	﹤0.01%	6111
2021 Q3	$35K	Hold	1,010	–	–	﹤0.01%	5767
2021 Q2	$36K	Buy	+1,010	New	+$35.2K	﹤0.01%	5692

Other funds holding WIZ

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's WIZ Position: Q2 2023 in Review

Wells Fargo sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q2 2023, closing a stake of 1,010 shares — an estimated $28.1K sold.

Wells Fargo first reported a position in WIZ in Q2 2021 and held it in 8 quarters. The position peaked at $37K in Q4 2021. 7 funds tracked by Wall St. Rank hold WIZ as of Q2 2023.

Wells Fargo reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q2 2023 after selling out during the quarter.
Wells Fargo sold 1,010 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q2 2023, an estimated $28.1K.
Wells Fargo first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q2 2021 and held it in 8 quarters.
Wells Fargo's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $37K in Q4 2021.
7 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.