LF
CYA

Lee Financial’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Lee Financial’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
Q4 		– Sell
-60
Closed -$6.36K – 938
2023
Q3 		$6.36K Hold
60
– – ﹤0.01% 483
2023
Q2 		$7.01K Hold
60
– – ﹤0.01% 461
2023
Q1 		$11.2K Hold
60
– – ﹤0.01% 396
2022
Q4 		$14K Hold
60
– – ﹤0.01% 406
2022
Q3 		$28K Hold
60
– – 0.01% 296
2022
Q2 		$24K Buy
+60
New +$24.6K ﹤0.01% 317

Other funds holding CYA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
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
SWA
Strata Wealth Advisors Dallas, Texas $365M AUM 16.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Lee Financial's CYA Position: Q4 2023 in Review

Lee Financial sold out of Simplify Tail Risk Strategy ETF (CYA) in Q4 2023, closing a stake of 60 shares — an estimated $6.36K sold.

Lee Financial first reported a position in CYA in Q2 2022 and held it in 6 quarters. The position peaked at $28K in Q3 2022. 16 funds tracked by Wall St. Rank hold CYA as of Q4 2023.

  • Lee Financial reported no remaining Simplify Tail Risk Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 60 Simplify Tail Risk Strategy ETF shares in Q4 2023, an estimated $6.36K.
  • Lee Financial first reported a position in Simplify Tail Risk Strategy ETF in Q2 2022 and held it in 6 quarters.
  • Lee Financial's Simplify Tail Risk Strategy ETF position peaked at $28K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.