Avantax Advisory Services
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Avantax Advisory Services’s Simplify Macro Strategy ETF FIG Stock Holding History

Avantax Advisory Services’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-42,858
Closed -$983K – 1686
2023
Q4 		$983K Buy
42,858
+11,934
+39% +$270K 0.01% 716
2023
Q3 		$696K Buy
+30,924
New +$710K 0.01% 814

Other funds holding FIG

HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Avantax Advisory Services sold out of Simplify Macro Strategy ETF (FIG) in Q1 2024, closing a stake of 42,858 shares — an estimated $983K sold.

Avantax Advisory Services first reported a position in FIG in Q3 2023 and held it in 2 quarters. The position peaked at $983K in Q4 2023. 8 funds tracked by Wall St. Rank hold FIG as of Q1 2024.

  • Avantax Advisory Services reported no remaining Simplify Macro Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 42,858 Simplify Macro Strategy ETF shares in Q1 2024, an estimated $983K.
  • Avantax Advisory Services first reported a position in Simplify Macro Strategy ETF in Q3 2023 and held it in 2 quarters.
  • Avantax Advisory Services's Simplify Macro Strategy ETF position peaked at $983K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Simplify Macro Strategy ETF as of Q1 2024.

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