HighTower Advisors
EAFD

HighTower Advisors’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

HighTower Advisors’s Portfolio EAFD Stock Details EAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-357,068
Closed -$6.58M – 3730
2022
Q4 		$6.58M Sell
357,068
-234,003
-40% -$4.23M 0.02% 741
2022
Q3 		$10.5M Buy
591,071
+6,582
+1% +$126K 0.03% 554
2022
Q2 		$11.2M Buy
584,489
+38,953
+7% +$830K 0.03% 535
2022
Q1 		$12.6M Buy
+545,536
New +$13M 0.03% 534

Other funds holding EAFD

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors's EAFD Position: Q1 2023 in Review

HighTower Advisors sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q1 2023, closing a stake of 357,068 shares — an estimated $6.58M sold.

HighTower Advisors first reported a position in EAFD in Q1 2022 and held it in 4 quarters. The position peaked at $12.6M in Q1 2022. 6 funds tracked by Wall St. Rank hold EAFD as of Q1 2023.

  • HighTower Advisors reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 357,068 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q1 2023, an estimated $6.58M.
  • HighTower Advisors first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q1 2022 and held it in 4 quarters.
  • HighTower Advisors's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $12.6M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.