AWA
CYA

Arete Wealth Advisors’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Arete Wealth Advisors’s Portfolio CYA Stock Details CYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$53K – 776
2023
Q3 		$53K Buy
+500
New +$53.1K 0.01% 479

Other funds holding CYA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $365M AUM 16.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Arete Wealth Advisors's CYA Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Simplify Tail Risk Strategy ETF (CYA) in Q4 2023, closing a stake of 500 shares — an estimated $53K sold.

Arete Wealth Advisors first reported a position in CYA in Q3 2023 and held it in 1 quarter. The position peaked at $53K in Q3 2023. 16 funds tracked by Wall St. Rank hold CYA as of Q4 2023.

  • Arete Wealth Advisors reported no remaining Simplify Tail Risk Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 500 Simplify Tail Risk Strategy ETF shares in Q4 2023, an estimated $53K.
  • Arete Wealth Advisors first reported a position in Simplify Tail Risk Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Simplify Tail Risk Strategy ETF position peaked at $53K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.