WEG
SNUG

World Equity Group’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History

World Equity Group’s Portfolio SNUG Stock Details SNUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-81,570
Closed -$2.2M – 411
2022
Q1 		$2.2M Buy
+81,570
New +$2.23M 0.48% 54

Other funds holding SNUG

MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

World Equity Group's SNUG Position: Q2 2022 in Review

World Equity Group sold out of Merlyn.AI Tactical Growth & Income ETF (SNUG) in Q2 2022, closing a stake of 81,570 shares — an estimated $2.2M sold.

World Equity Group first reported a position in SNUG in Q1 2022 and held it in 1 quarter. The position peaked at $2.2M in Q1 2022. 7 funds tracked by Wall St. Rank hold SNUG as of Q2 2022.

  • World Equity Group reported no remaining Merlyn.AI Tactical Growth & Income ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 81,570 Merlyn.AI Tactical Growth & Income ETF shares in Q2 2022, an estimated $2.2M.
  • World Equity Group first reported a position in Merlyn.AI Tactical Growth & Income ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's Merlyn.AI Tactical Growth & Income ETF position peaked at $2.2M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Merlyn.AI Tactical Growth & Income ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.