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Capital Investment Advisory Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Capital Investment Advisory Services’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
2024
Q2 		– Sell
-43,563
Closed -$1.35M – 992
2024
Q1 		$1.35M Buy
43,563
+35,475
+439% +$1.06M 0.15% 156
2023
Q4 		$232K Buy
8,088
+25
+0.3% +$679 0.02% 456
2023
Q3 		$211K Buy
+8,063
New +$221K 0.02% 458

Other funds holding SPD

SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

Capital Investment Advisory Services's SPD Position: Q2 2024 in Review

Capital Investment Advisory Services sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2024, closing a stake of 43,563 shares — an estimated $1.35M sold.

Capital Investment Advisory Services first reported a position in SPD in Q3 2023 and held it in 3 quarters. The position peaked at $1.35M in Q1 2024. 39 funds tracked by Wall St. Rank hold SPD as of Q2 2024.

  • Capital Investment Advisory Services reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 43,563 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2024, an estimated $1.35M.
  • Capital Investment Advisory Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2023 and held it in 3 quarters.
  • Capital Investment Advisory Services's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.35M in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2024.

Based on Capital Investment Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.