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Bartlett & Co Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-1,145
Closed -$34.8K – 806
2021
Q3 		$34.8K Buy
+1,145
New +$35.7K ﹤0.01% 556

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Bartlett & Co Wealth Management's SPD Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2021, closing a stake of 1,145 shares — an estimated $34.8K sold.

Bartlett & Co Wealth Management first reported a position in SPD in Q3 2021 and held it in 1 quarter. The position peaked at $34.8K in Q3 2021. 54 funds tracked by Wall St. Rank hold SPD as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,145 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2021, an estimated $34.8K.
  • Bartlett & Co Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $34.8K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.