APA
SPD icon

American Portfolios Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

American Portfolios Advisors’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
-670
Closed -$17.7K – 3594
2022
Q2 		$17.7K Hold
670
– – ﹤0.01% 2284
2022
Q1 		$21K Buy
+670
New +$20.9K ﹤0.01% 2347

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 $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

American Portfolios Advisors's SPD Position: Q3 2022 in Review

American Portfolios Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2022, closing a stake of 670 shares — an estimated $17.7K sold.

American Portfolios Advisors first reported a position in SPD in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 53 funds tracked by Wall St. Rank hold SPD as of Q3 2022.

  • American Portfolios Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 670 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2022, an estimated $17.7K.
  • American Portfolios Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2022 and held it in 2 quarters.
  • American Portfolios Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $21K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.