CC
CYA

Cannell & Co’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Cannell & Co’s Portfolio CYA Stock Details CYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$4.26K Hold
1,050
– – ﹤0.01% 268
2023
Q3 		$111K Hold
1,050
– – ﹤0.01% 251
2023
Q2 		$123K Hold
1,050
– – ﹤0.01% 252
2023
Q1 		$195K Hold
1,050
– – 0.01% 254
2022
Q4 		$245K Hold
1,050
– – 0.01% 233
2022
Q3 		$483K Hold
1,050
– – 0.02% 201
2022
Q2 		$421K Hold
1,050
– – 0.02% 214
2022
Q1 		$424K Buy
+1,050
New +$472K 0.01% 234

Other funds holding CYA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $365M AUM 16.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cannell & Co's CYA Position: Q4 2023 in Review

Cannell & Co held its Simplify Tail Risk Strategy ETF (CYA) position steady in Q4 2023 at 1,050 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Cannell & Co first reported a position in CYA in Q1 2022 and has held it in 8 quarters since. The position peaked at $483K in Q3 2022. 16 funds tracked by Wall St. Rank hold CYA as of Q4 2023.

  • Cannell & Co held 1,050 shares of Simplify Tail Risk Strategy ETF worth $4.26K as of Q4 2023.
  • Cannell & Co left its Simplify Tail Risk Strategy ETF share count unchanged in Q4 2023.
  • Simplify Tail Risk Strategy ETF made up ﹤0.01% of Cannell & Co's portfolio in Q4 2023, its #268 holding.
  • Cannell & Co first reported a position in Simplify Tail Risk Strategy ETF in Q1 2022 and has held it in 8 quarters since.
  • Cannell & Co's Simplify Tail Risk Strategy ETF position peaked at $483K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q4 2023.

Based on Cannell & Co's 13F filing for Q4 2023, filed 5 Feb 2024.