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Financial Enhancement Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-26,368
Closed -$675K – 144
2024
Q3 		$675K Buy
26,368
+7,002
+36% +$228K 0.13% 91
2024
Q2 		$626K Buy
19,366
+2,236
+13% +$70K 0.1% 85
2024
Q1 		$525K Sell
17,130
-1,834
-10% -$55K 0.09% 93
2023
Q4 		$542K Buy
18,964
+781
+4% +$21.2K 0.1% 89
2023
Q3 		$485K Sell
18,183
-145
-0.8% -$3.97K 0.09% 97
2023
Q2 		$508K Sell
18,328
-8,040
-30% -$210K 0.09% 100
2023
Q1 		$675K Sell
26,368
-455
-2% -$11.4K 0.13% 91
2022
Q4 		$695K Sell
26,823
-1,569,036
-98% -$39.6M 0.13% 88
2022
Q3 		$42.2M Sell
1,595,859
-770,310
-33% -$20.9M 9.76% 1
2022
Q2 		$62.6M Buy
2,366,169
+549,975
+30% +$15.8M 13.52% 1
2022
Q1 		$56.9M Sell
1,816,194
-443,137
-20% -$13.8M 10.55% 1
2021
Q4 		$75.1M Sell
2,259,331
-110,957
-5% -$3.57M 13.2% 1
2021
Q3 		$72.1M Sell
2,370,288
-90,220
-4% -$2.81M 13.66% 1
2021
Q2 		$74.6M Buy
2,460,508
+1,507,298
+158% +$44.7M 15.31% 1
2021
Q1 		$26.9M Buy
953,210
+834,119
+700% +$23M 5.49% 3
2020
Q4 		$3.2M Buy
+119,091
New +$3.05M 0.68% 34

Other funds holding SPD

SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Financial Enhancement Group's SPD Position: Q4 2024 in Review

Financial Enhancement Group sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2024, closing a stake of 26,368 shares — an estimated $675K sold.

Financial Enhancement Group first reported a position in SPD in Q4 2020 and held it in 16 quarters. The position peaked at $75.1M in Q4 2021. 46 funds tracked by Wall St. Rank hold SPD as of Q4 2024.

  • Financial Enhancement Group reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 26,368 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2024, an estimated $675K.
  • Financial Enhancement Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2020 and held it in 16 quarters.
  • Financial Enhancement Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $75.1M in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.