Avantax Advisory Services’s Simplify Market Neutral Equity Long/Short ETF EQLS Stock Holding History

Avantax Advisory Services’s Portfolio EQLS Stock Details EQLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,083	Closed	-$233K	–	2254
2024 Q4	$233K	Sell	11,083 -5,984	-35%	-$128K	﹤0.01%	1957
2024 Q3	$369K	Sell	17,067 -4,456	-21%	-$101K	﹤0.01%	1615
2024 Q2	$508K	Sell	21,523 -989	-4%	-$22.9K	﹤0.01%	1350
2024 Q1	$526K	Sell	22,512 -9,289	-29%	-$219K	﹤0.01%	1009
2023 Q4	$708K	Buy	31,801 +14,528	+84%	+$360K	0.01%	847
2023 Q3	$429K	Buy	+17,273	New	+$417K	﹤0.01%	1013

Other funds holding EQLS

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's EQLS Position: Q1 2025 in Review

Avantax Advisory Services sold out of Simplify Market Neutral Equity Long/Short ETF (EQLS) in Q1 2025, closing a stake of 11,083 shares — an estimated $233K sold.

Avantax Advisory Services first reported a position in EQLS in Q3 2023 and held it in 6 quarters. The position peaked at $708K in Q4 2023. 3 funds tracked by Wall St. Rank hold EQLS as of Q1 2025.

Avantax Advisory Services reported no remaining Simplify Market Neutral Equity Long/Short ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 11,083 Simplify Market Neutral Equity Long/Short ETF shares in Q1 2025, an estimated $233K.
Avantax Advisory Services first reported a position in Simplify Market Neutral Equity Long/Short ETF in Q3 2023 and held it in 6 quarters.
Avantax Advisory Services's Simplify Market Neutral Equity Long/Short ETF position peaked at $708K in Q4 2023.
3 funds tracked by Wall St. Rank held Simplify Market Neutral Equity Long/Short ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.