AFP
EAFD

Ausdal Financial Partners’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

Ausdal Financial Partners’s Portfolio EAFD Stock Details EAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-39,474
Closed -$778K – 470
2023
Q2 		$778K Hold
39,474
– – 0.11% 184
2023
Q1 		$779K Sell
39,474
-60
-0.2% -$1.17K 0.11% 190
2022
Q4 		$729K Sell
39,534
-2,243
-5% -$40.5K 0.11% 194
2022
Q3 		$739K Sell
41,777
-300
-0.7% -$5.72K 0.12% 193
2022
Q2 		$808K Hold
42,077
– – 0.12% 201
2022
Q1 		$974K Buy
+42,077
New +$1,000K 0.13% 184

Other funds holding EAFD

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ausdal Financial Partners's EAFD Position: Q3 2023 in Review

Ausdal Financial Partners sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q3 2023, closing a stake of 39,474 shares — an estimated $778K sold.

Ausdal Financial Partners first reported a position in EAFD in Q1 2022 and held it in 6 quarters. The position peaked at $974K in Q1 2022. 4 funds tracked by Wall St. Rank hold EAFD as of Q3 2023.

  • Ausdal Financial Partners reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q3 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 39,474 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q3 2023, an estimated $778K.
  • Ausdal Financial Partners first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q1 2022 and held it in 6 quarters.
  • Ausdal Financial Partners's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $974K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q3 2023.

Based on Ausdal Financial Partners's 13F filing for Q3 2023, filed 8 Nov 2023.