HFS
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HBC Financial Services’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

HBC Financial Services’s Portfolio WLDR Stock Details WLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-231
Closed -$5K – 210
2023
Q3 		$5K Hold
231
– – ﹤0.01% 130
2023
Q2 		$6K Buy
+231
New +$5.78K ﹤0.01% 122

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

HBC Financial Services's WLDR Position: Q4 2023 in Review

HBC Financial Services sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q4 2023, closing a stake of 231 shares — an estimated $5K sold.

HBC Financial Services first reported a position in WLDR in Q2 2023 and held it in 2 quarters. The position peaked at $6K in Q2 2023. 12 funds tracked by Wall St. Rank hold WLDR as of Q4 2023.

  • HBC Financial Services reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 231 Simplify Affinity World Leaders Equity ETF shares in Q4 2023, an estimated $5K.
  • HBC Financial Services first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2023 and held it in 2 quarters.
  • HBC Financial Services's Simplify Affinity World Leaders Equity ETF position peaked at $6K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.