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3EDGE Asset Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

3EDGE Asset Management’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25,683
Closed -$680K – 46
2022
Q2 		$680K Sell
25,683
-533
-2% -$15.3K 0.05% 23
2022
Q1 		$822K Buy
26,216
+752
+3% +$23.4K 0.06% 28
2021
Q4 		$847K Buy
+25,464
New +$819K 0.07% 23

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

3EDGE Asset Management's SPD Position: Q3 2022 in Review

3EDGE Asset Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2022, closing a stake of 25,683 shares — an estimated $680K sold.

3EDGE Asset Management first reported a position in SPD in Q4 2021 and held it in 3 quarters. The position peaked at $847K in Q4 2021. 53 funds tracked by Wall St. Rank hold SPD as of Q3 2022.

  • 3EDGE Asset Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2022 after selling out during the quarter.
  • 3EDGE Asset Management sold 25,683 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2022, an estimated $680K.
  • 3EDGE Asset Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 3 quarters.
  • 3EDGE Asset Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $847K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2022.

Based on 3EDGE Asset Management's 13F filing for Q3 2022, filed 17 Oct 2022.