Cerity Partners
CYA

Cerity Partners’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Cerity Partners’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
Q2 		– Sell
-562
Closed -$105K – 1995
2023
Q1 		$105K Buy
562
+29
+5% +$6.23K ﹤0.01% 1768
2022
Q4 		$125K Hold
533
– – ﹤0.01% 1393
2022
Q3 		$245K Buy
+533
New +$192K ﹤0.01% 982

Other funds holding CYA

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Cerity Partners's CYA Position: Q2 2023 in Review

Cerity Partners sold out of Simplify Tail Risk Strategy ETF (CYA) in Q2 2023, closing a stake of 562 shares — an estimated $105K sold.

Cerity Partners first reported a position in CYA in Q3 2022 and held it in 3 quarters. The position peaked at $245K in Q3 2022. 14 funds tracked by Wall St. Rank hold CYA as of Q2 2023.

  • Cerity Partners reported no remaining Simplify Tail Risk Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 562 Simplify Tail Risk Strategy ETF shares in Q2 2023, an estimated $105K.
  • Cerity Partners first reported a position in Simplify Tail Risk Strategy ETF in Q3 2022 and held it in 3 quarters.
  • Cerity Partners's Simplify Tail Risk Strategy ETF position peaked at $245K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.