Janney Montgomery Scott’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Janney Montgomery Scott’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
2022 Q4	–	Sell	-74,505	Closed	-$1.97M	–	2637
2022 Q3	$1.97M	Sell	74,505 -3,510	-4%	-$95.4K	0.01%	973
2022 Q2	$2.06M	Sell	78,015 -18,215	-19%	-$523K	0.01%	922
2022 Q1	$3.02M	Sell	96,230 -12,733	-12%	-$397K	0.01%	749
2021 Q4	$3.62M	Sell	108,963 -276	-0.3%	-$8.88K	0.01%	739
2021 Q3	$3.32M	Buy	109,239 +28,814	+36%	+$899K	0.01%	738
2021 Q2	$2.44M	Sell	80,425 -777	-1%	-$23K	0.01%	856
2021 Q1	$2.29M	Buy	+81,202	New	+$2.24M	0.01%	821

Other funds holding SPD

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Janney Montgomery Scott's SPD Position: Q4 2022 in Review

Janney Montgomery Scott sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2022, closing a stake of 74,505 shares — an estimated $1.97M sold.

Janney Montgomery Scott first reported a position in SPD in Q1 2021 and held it in 7 quarters. The position peaked at $3.62M in Q4 2021. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2022.

Janney Montgomery Scott reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2022 after selling out during the quarter.
Janney Montgomery Scott sold 74,505 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2022, an estimated $1.97M.
Janney Montgomery Scott first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2021 and held it in 7 quarters.
Janney Montgomery Scott's Simplify US Equity PLUS Downside Convexity ETF position peaked at $3.62M in Q4 2021.
44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.