Kistler-Tiffany Companies’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$13.7K	Hold	500	–	–	﹤0.01%	667
2023 Q1	$12.8K	Hold	500	–	–	﹤0.01%	607
2022 Q4	$12.1K	Hold	500	–	–	﹤0.01%	601
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	568
2022 Q2	$13K	Hold	500	–	–	﹤0.01%	560
2022 Q1	$16K	Hold	500	–	–	﹤0.01%	548
2021 Q4	$17K	Hold	500	–	–	﹤0.01%	531
2021 Q3	$15K	Buy	+500	New	+$15.6K	﹤0.01%	539

Other funds holding SPD

OIA

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

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIP

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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kistler-Tiffany Companies's SPD Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q2 2023 at 500 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Kistler-Tiffany Companies first reported a position in SPD in Q3 2021 and has held it in 8 quarters since. The position peaked at $17K in Q4 2021. 38 funds tracked by Wall St. Rank hold SPD as of Q2 2023.

Kistler-Tiffany Companies held 500 shares of Simplify US Equity PLUS Downside Convexity ETF worth $13.7K as of Q2 2023.
Kistler-Tiffany Companies left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q2 2023.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #667 holding.
Kistler-Tiffany Companies first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and has held it in 8 quarters since.
Kistler-Tiffany Companies's Simplify US Equity PLUS Downside Convexity ETF position peaked at $17K in Q4 2021.
38 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.