IA
QQD

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

IFP 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
Q4 		– Sell
-16,224
Closed -$419K – 4907
2022
Q3 		$419K Hold
16,224
– – 0.01% 1010
2022
Q2 		$419K Hold
16,224
– – 0.01% 915
2022
Q1 		$419K Buy
16,224
+5,786
+55% +$167K 0.01% 915
2021
Q4 		$338K Buy
10,438
+1,270
+14% +$39.8K 0.01% 735
2021
Q3 		$276K Sell
9,168
-98
-1% -$2.95K 0.01% 809
2021
Q2 		$265K Buy
9,266
+4,479
+94% +$124K 0.01% 773
2021
Q1 		$125K Buy
+4,787
New +$128K ﹤0.01% 1069

Other funds holding QQD

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's QQD Position: Q4 2022 in Review

IFP Advisors sold out of Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) in Q4 2022, closing a stake of 16,224 shares — an estimated $419K sold.

IFP Advisors first reported a position in QQD in Q1 2021 and held it in 7 quarters. The position peaked at $419K in Q3 2022. 5 funds tracked by Wall St. Rank hold QQD as of Q4 2022.

  • IFP Advisors reported no remaining Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 16,224 Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF shares in Q4 2022, an estimated $419K.
  • IFP Advisors first reported a position in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF in Q1 2021 and held it in 7 quarters.
  • IFP Advisors's Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position peaked at $419K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.