Avantax Advisory Services’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,485
Closed -$6.03K 1748
2023
Q4
$6.03K Buy
1,485
+580
+64% +$21.7K ﹤0.01% 1567
2023
Q3
$95.9K Buy
+905
New +$96.1K ﹤0.01% 1490

Avantax Advisory Services's CYA Position: Q1 2024 in Review

Avantax Advisory Services sold out of Simplify Tail Risk Strategy ETF (CYA) in Q1 2024, closing a stake of 1,485 shares — an estimated $6.03K sold.

Avantax Advisory Services first reported a position in CYA in Q3 2023 and held it in 2 quarters. The position peaked at $95.9K in Q3 2023. 0 funds tracked by Wall St. Rank hold CYA as of Q1 2024.

  • Avantax Advisory Services reported no remaining Simplify Tail Risk Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,485 Simplify Tail Risk Strategy ETF shares in Q1 2024, an estimated $6.03K.
  • Avantax Advisory Services first reported a position in Simplify Tail Risk Strategy ETF in Q3 2023 and held it in 2 quarters.
  • Avantax Advisory Services's Simplify Tail Risk Strategy ETF position peaked at $95.9K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.