AI
SPD icon

Atria Investments’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Atria Investments’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
2021
Q4 		– Sell
-39,741
Closed -$1.21M – 877
2021
Q3 		$1.21M Buy
+39,741
New +$1.24M 0.02% 715

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Atria Investments's SPD Position: Q4 2021 in Review

Atria Investments sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2021, closing a stake of 39,741 shares — an estimated $1.21M sold.

Atria Investments first reported a position in SPD in Q3 2021 and held it in 1 quarter. The position peaked at $1.21M in Q3 2021. 54 funds tracked by Wall St. Rank hold SPD as of Q4 2021.

  • Atria Investments reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2021 after selling out during the quarter.
  • Atria Investments sold 39,741 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2021, an estimated $1.21M.
  • Atria Investments first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and held it in 1 quarter.
  • Atria Investments's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.21M in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2021.

Based on Atria Investments's 13F filing for Q4 2021, filed 4 Feb 2022.