CFA
QQD

Carroll Financial Associates’s Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF QQD Stock Holding History

Carroll Financial Associates’s Portfolio QQD Stock Details QQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.56M Buy
47,748
+42,548
+818% +$1.33M 0.08% 141
2021
Q3 		$152K Buy
+5,200
New +$157K 0.01% 449

Other funds holding QQD

AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's QQD Position: Q4 2021 in Review

Carroll Financial Associates increased its Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) stake by 818% in Q4 2021, buying an estimated $1.33M and bringing the position to 47,748 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #141.

Carroll Financial Associates first reported a position in QQD in Q3 2021 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold QQD as of Q4 2021.

  • Carroll Financial Associates held 47,748 shares of Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF worth $1.56M as of Q4 2021.
  • Carroll Financial Associates bought 42,548 Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF shares in Q4 2021, an estimated $1.33M.
  • Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF made up 0.08% of Carroll Financial Associates's portfolio in Q4 2021, its #141 holding.
  • Carroll Financial Associates first reported a position in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF in Q3 2021 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.