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Avion Wealth’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Avion Wealth’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
-6,043
Closed -$165K – 1172
2023
Q2 		$165K Hold
6,043
– – 0.04% 82
2023
Q1 		$146K Hold
6,043
– – 0.04% 83
2022
Q4 		$159K Hold
6,043
– – 0.05% 75
2022
Q3 		$160K Buy
+6,043
New +$164K 0.05% 75

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
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
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
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

Avion Wealth's SPD Position: Q3 2023 in Review

Avion Wealth sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2023, closing a stake of 6,043 shares — an estimated $165K sold.

Avion Wealth first reported a position in SPD in Q3 2022 and held it in 4 quarters. The position peaked at $165K in Q2 2023. 38 funds tracked by Wall St. Rank hold SPD as of Q3 2023.

  • Avion Wealth reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2023 after selling out during the quarter.
  • Avion Wealth sold 6,043 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2023, an estimated $165K.
  • Avion Wealth first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2022 and held it in 4 quarters.
  • Avion Wealth's Simplify US Equity PLUS Downside Convexity ETF position peaked at $165K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.