HighTower Advisors
QQD

HighTower Advisors’s Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF QQD Stock Holding History

HighTower Advisors’s Portfolio QQD Stock Details QQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,270
Closed -$235K – 3759
2021
Q4 		$235K Buy
7,270
+144
+2% +$4.51K ﹤0.01% 2642
2021
Q3 		$210K Sell
7,126
-2,425
-25% -$73K ﹤0.01% 2676
2021
Q2 		$276K Buy
+9,551
New +$264K ﹤0.01% 2433

Other funds holding QQD

AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's QQD Position: Q1 2022 in Review

HighTower Advisors sold out of Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) in Q1 2022, closing a stake of 7,270 shares — an estimated $235K sold.

HighTower Advisors first reported a position in QQD in Q2 2021 and held it in 3 quarters. The position peaked at $276K in Q2 2021. 11 funds tracked by Wall St. Rank hold QQD as of Q1 2022.

  • HighTower Advisors reported no remaining Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position as of Q1 2022 after selling out during the quarter.
  • HighTower Advisors sold 7,270 Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF shares in Q1 2022, an estimated $235K.
  • HighTower Advisors first reported a position in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF in Q2 2021 and held it in 3 quarters.
  • HighTower Advisors's Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position peaked at $276K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.