HCIA
SPD icon

Hochman Cole Investment Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Hochman Cole Investment Advisors’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
2021
Q3 		$892K Buy
+29,315
New +$914K 0.35% 55

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Hochman Cole Investment Advisors's SPD Position: Q3 2021 in Review

Hochman Cole Investment Advisors opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2021: 29,315 shares worth $892K. The stake represents 0.35% of the portfolio and ranks #55 among its holdings.

41 funds tracked by Wall St. Rank hold SPD as of Q3 2021.

  • Hochman Cole Investment Advisors held 29,315 shares of Simplify US Equity PLUS Downside Convexity ETF worth $892K as of Q3 2021.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Hochman Cole Investment Advisors position in Q3 2021.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.35% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #55 holding.
  • 41 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.