Avion Wealth’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1K Buy
87
+54
+164% +$667 ﹤0.01% 1339
2026
Q1
$0 Sell
33
-79
-71% -$1.36K ﹤0.01% 1575
2025
Q4
$2K Buy
+112
New +$2.33K ﹤0.01% 921
2023
Q4
Sell
-14
Closed 1320
2023
Q3
$0 Buy
+14
New +$504 ﹤0.01% 1163

Other funds holding SMPL

Avion Wealth's SMPL Position: Q2 2026 in Review

Avion Wealth increased its Simply Good Foods (SMPL) stake by 164% in Q2 2026, buying an estimated $667 and bringing the position to 87 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Avion Wealth first reported a position in SMPL in Q3 2023 and has held it in 4 quarters since. The position peaked at $2K in Q4 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Avion Wealth held 87 shares of Simply Good Foods worth $1K as of Q2 2026.
  • Avion Wealth bought 54 Simply Good Foods shares in Q2 2026, an estimated $667.
  • Simply Good Foods made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1339 holding.
  • Avion Wealth first reported a position in Simply Good Foods in Q3 2023 and has held it in 4 quarters since.
  • Avion Wealth's Simply Good Foods position peaked at $2K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.