Creative Planning
SPD icon

Creative Planning’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Creative Planning’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
Q4 		– Sell
-500
Closed -$13.1K – 3066
2023
Q3 		$13.1K Buy
+500
New +$13.7K ﹤0.01% 2626

Other funds holding SPD

AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Creative Planning's SPD Position: Q4 2023 in Review

Creative Planning sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2023, closing a stake of 500 shares — an estimated $13.1K sold.

Creative Planning first reported a position in SPD in Q3 2023 and held it in 1 quarter. The position peaked at $13.1K in Q3 2023. 35 funds tracked by Wall St. Rank hold SPD as of Q4 2023.

  • Creative Planning reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 500 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2023, an estimated $13.1K.
  • Creative Planning first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's Simplify US Equity PLUS Downside Convexity ETF position peaked at $13.1K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.