Ameritas Advisory Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-9,775	Closed	-$259K	–	907
2022 Q3	$259K	Buy	9,775 +775	+9%	+$21.1K	0.02%	633
2022 Q2	$238K	Buy	+9,000	New	+$258K	0.01%	699

Other funds holding SPD

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Ameritas Advisory Services's SPD Position: Q4 2022 in Review

Ameritas Advisory Services sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2022, closing a stake of 9,775 shares — an estimated $259K sold.

Ameritas Advisory Services first reported a position in SPD in Q2 2022 and held it in 2 quarters. The position peaked at $259K in Q3 2022. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2022.

Ameritas Advisory Services reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2022 after selling out during the quarter.
Ameritas Advisory Services sold 9,775 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2022, an estimated $259K.
Ameritas Advisory Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and held it in 2 quarters.
Ameritas Advisory Services's Simplify US Equity PLUS Downside Convexity ETF position peaked at $259K in Q3 2022.
44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2022.

Based on Ameritas Advisory Services's 13F filing for Q4 2022, filed 10 Feb 2023.