World Equity Group’s Merlyn.AI Best-of-Breed Core Momentum ETF BOB Stock Holding History

World Equity Group’s Portfolio BOB Stock Details BOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-128,434	Closed	-$2.79M	–	366
2022 Q2	$2.79M	Sell	128,434 -4,107	-3%	-$96.9K	0.7%	35
2022 Q1	$3.43M	Buy	+132,541	New	+$3.46M	0.74%	25

Other funds holding BOB

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

World Equity Group's BOB Position: Q3 2022 in Review

World Equity Group sold out of Merlyn.AI Best-of-Breed Core Momentum ETF (BOB) in Q3 2022, closing a stake of 128,434 shares — an estimated $2.79M sold.

World Equity Group first reported a position in BOB in Q1 2022 and held it in 2 quarters. The position peaked at $3.43M in Q1 2022. 5 funds tracked by Wall St. Rank hold BOB as of Q3 2022.

World Equity Group reported no remaining Merlyn.AI Best-of-Breed Core Momentum ETF position as of Q3 2022 after selling out during the quarter.
World Equity Group sold 128,434 Merlyn.AI Best-of-Breed Core Momentum ETF shares in Q3 2022, an estimated $2.79M.
World Equity Group first reported a position in Merlyn.AI Best-of-Breed Core Momentum ETF in Q1 2022 and held it in 2 quarters.
World Equity Group's Merlyn.AI Best-of-Breed Core Momentum ETF position peaked at $3.43M in Q1 2022.
5 funds tracked by Wall St. Rank held Merlyn.AI Best-of-Breed Core Momentum ETF as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.