IPW
CYA

Impact Partnership Wealth’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Impact Partnership Wealth’s Portfolio CYA Stock Details CYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21
Closed -$2.42K – 1244
2023
Q2 		$2.42K Buy
+21
New +$3.17K ﹤0.01% 617

Other funds holding CYA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Impact Partnership Wealth's CYA Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Simplify Tail Risk Strategy ETF (CYA) in Q3 2023, closing a stake of 21 shares — an estimated $2.42K sold.

Impact Partnership Wealth first reported a position in CYA in Q2 2023 and held it in 1 quarter. The position peaked at $2.42K in Q2 2023. 12 funds tracked by Wall St. Rank hold CYA as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Simplify Tail Risk Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 21 Simplify Tail Risk Strategy ETF shares in Q3 2023, an estimated $2.42K.
  • Impact Partnership Wealth first reported a position in Simplify Tail Risk Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Simplify Tail Risk Strategy ETF position peaked at $2.42K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.