Iron Horse Wealth Management’s Simplify US Equity PLUS QIS ETF SPQ Stock Holding History

Iron Horse Wealth Management’s Portfolio SPQ Stock Details SPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$2.65K	–	514
2023 Q4	$2.65K	Buy	+100	New	+$2.61K	﹤0.01%	331

Other funds holding SPQ

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iron Horse Wealth Management's SPQ Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of Simplify US Equity PLUS QIS ETF (SPQ) in Q1 2024, closing a stake of 100 shares — an estimated $2.65K sold.

Iron Horse Wealth Management first reported a position in SPQ in Q4 2023 and held it in 1 quarter. The position peaked at $2.65K in Q4 2023. 4 funds tracked by Wall St. Rank hold SPQ as of Q1 2024.

Iron Horse Wealth Management reported no remaining Simplify US Equity PLUS QIS ETF position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 100 Simplify US Equity PLUS QIS ETF shares in Q1 2024, an estimated $2.65K.
Iron Horse Wealth Management first reported a position in Simplify US Equity PLUS QIS ETF in Q4 2023 and held it in 1 quarter.
Iron Horse Wealth Management's Simplify US Equity PLUS QIS ETF position peaked at $2.65K in Q4 2023.
4 funds tracked by Wall St. Rank held Simplify US Equity PLUS QIS ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.