KCM
EAFD

Kathmere Capital Management’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

Kathmere Capital Management’s Portfolio EAFD Stock Details EAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-57,795
Closed -$1.14M – 260
2023
Q1 		$1.14M Sell
57,795
-19,725
-25% -$384K 0.19% 63
2022
Q4 		$1.43M Buy
77,520
+1,524
+2% +$27.5K 0.25% 58
2022
Q3 		$1.34M Buy
+75,996
New +$1.45M 0.27% 55

Other funds holding EAFD

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kathmere Capital Management's EAFD Position: Q2 2023 in Review

Kathmere Capital Management sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q2 2023, closing a stake of 57,795 shares — an estimated $1.14M sold.

Kathmere Capital Management first reported a position in EAFD in Q3 2022 and held it in 3 quarters. The position peaked at $1.43M in Q4 2022. 5 funds tracked by Wall St. Rank hold EAFD as of Q2 2023.

  • Kathmere Capital Management reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q2 2023 after selling out during the quarter.
  • Kathmere Capital Management sold 57,795 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q2 2023, an estimated $1.14M.
  • Kathmere Capital Management first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q3 2022 and held it in 3 quarters.
  • Kathmere Capital Management's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $1.43M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q2 2023.

Based on Kathmere Capital Management's 13F filing for Q2 2023, filed 11 Jul 2023.