Ausdal Financial Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ausdal Financial Partners’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
2023 Q3	–	Sell	-56,551	Closed	-$1.54M	–	462
2023 Q2	$1.54M	Sell	56,551 -100	-0.2%	-$2.62K	0.21%	115
2023 Q1	$1.45M	Sell	56,651 -140	-0.2%	-$3.52K	0.2%	126
2022 Q4	$1.38M	Sell	56,791 -3,322	-6%	-$83.8K	0.2%	121
2022 Q3	$1.59M	Sell	60,113 -3,680	-6%	-$100K	0.25%	99
2022 Q2	$1.69M	Sell	63,793 -300	-0.5%	-$8.61K	0.25%	114
2022 Q1	$2.01M	Buy	+64,093	New	+$2M	0.27%	98

Other funds holding SPD

OIA

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

AIP

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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

Ausdal Financial Partners sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2023, closing a stake of 56,551 shares — an estimated $1.54M sold.

Ausdal Financial Partners first reported a position in SPD in Q1 2022 and held it in 6 quarters. The position peaked at $2.01M in Q1 2022. 38 funds tracked by Wall St. Rank hold SPD as of Q3 2023.

Ausdal Financial Partners reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2023 after selling out during the quarter.
Ausdal Financial Partners sold 56,551 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2023, an estimated $1.54M.
Ausdal Financial Partners first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2022 and held it in 6 quarters.
Ausdal Financial Partners's Simplify US Equity PLUS Downside Convexity ETF position peaked at $2.01M in Q1 2022.
38 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2023.

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