Cambridge Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Cambridge Advisors’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 Q1	–	Sell	-10,527	Closed	-$255K	–	186
2022 Q4	$255K	Sell	10,527 -1,951	-16%	-$49.2K	0.07%	159
2022 Q3	$330K	Sell	12,478 -7	-0.1%	-$190	0.09%	130
2022 Q2	$330K	Sell	12,485 -352	-3%	-$10.1K	0.09%	139
2022 Q1	$402K	Buy	12,837 +90	+0.7%	+$2.8K	0.1%	133
2021 Q4	$424K	Buy	12,747 +6,096	+92%	+$196K	0.1%	134
2021 Q3	$202K	Buy	+6,651	New	+$207K	0.05%	176

Other funds holding SPD

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Cambridge Advisors's SPD Position: Q1 2023 in Review

Cambridge Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2023, closing a stake of 10,527 shares — an estimated $255K sold.

Cambridge Advisors first reported a position in SPD in Q3 2021 and held it in 6 quarters. The position peaked at $424K in Q4 2021. 39 funds tracked by Wall St. Rank hold SPD as of Q1 2023.

Cambridge Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Advisors sold 10,527 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2023, an estimated $255K.
Cambridge Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and held it in 6 quarters.
Cambridge Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $424K in Q4 2021.
39 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2023.

Based on Cambridge Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.