Ausdal Financial Partners’s Simplify US Small Cap PLUS Downside Convexity ETF RTYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-32,947
Closed -$631K 477
2023
Q1
$631K Hold
32,947
0.09% 214
2022
Q4
$622K Sell
32,947
-2,011
-6% -$39.8K 0.09% 211
2022
Q3
$689K Hold
34,958
0.11% 198
2022
Q2
$708K Hold
34,958
0.11% 217
2022
Q1
$833K Buy
+34,958
New +$834K 0.11% 200

Other funds holding RTYD

Ausdal Financial Partners's RTYD Position: Q2 2023 in Review

Ausdal Financial Partners sold out of Simplify US Small Cap PLUS Downside Convexity ETF (RTYD) in Q2 2023, closing a stake of 32,947 shares — an estimated $631K sold.

Ausdal Financial Partners first reported a position in RTYD in Q1 2022 and held it in 5 quarters. The position peaked at $833K in Q1 2022. 1 fund tracked by Wall St. Rank holds RTYD as of Q2 2023.

  • Ausdal Financial Partners reported no remaining Simplify US Small Cap PLUS Downside Convexity ETF position as of Q2 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 32,947 Simplify US Small Cap PLUS Downside Convexity ETF shares in Q2 2023, an estimated $631K.
  • Ausdal Financial Partners first reported a position in Simplify US Small Cap PLUS Downside Convexity ETF in Q1 2022 and held it in 5 quarters.
  • Ausdal Financial Partners's Simplify US Small Cap PLUS Downside Convexity ETF position peaked at $833K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Simplify US Small Cap PLUS Downside Convexity ETF as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.