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Ahrens Investment Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ahrens Investment Partners’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
-250
Closed -$7K – 783
2022
Q2 		$7K Buy
+250
New +$7.17K ﹤0.01% 721

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

Ahrens Investment Partners's SPD Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2022, closing a stake of 250 shares — an estimated $7K sold.

Ahrens Investment Partners first reported a position in SPD in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 53 funds tracked by Wall St. Rank hold SPD as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 250 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2022, an estimated $7K.
  • Ahrens Investment Partners first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and held it in 1 quarter.
  • Ahrens Investment Partners's Simplify US Equity PLUS Downside Convexity ETF position peaked at $7K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.