LPP
CYA

Life Planning Partners’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Life Planning Partners’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
2022
Q1 		– Sell
-144
Closed -$69K – 188
2021
Q4 		$69K Buy
+144
New +$70.2K 0.07% 78

Other funds holding CYA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Life Planning Partners's CYA Position: Q1 2022 in Review

Life Planning Partners sold out of Simplify Tail Risk Strategy ETF (CYA) in Q1 2022, closing a stake of 144 shares — an estimated $69K sold.

Life Planning Partners first reported a position in CYA in Q4 2021 and held it in 1 quarter. The position peaked at $69K in Q4 2021. 9 funds tracked by Wall St. Rank hold CYA as of Q1 2022.

  • Life Planning Partners reported no remaining Simplify Tail Risk Strategy ETF position as of Q1 2022 after selling out during the quarter.
  • Life Planning Partners sold 144 Simplify Tail Risk Strategy ETF shares in Q1 2022, an estimated $69K.
  • Life Planning Partners first reported a position in Simplify Tail Risk Strategy ETF in Q4 2021 and held it in 1 quarter.
  • Life Planning Partners's Simplify Tail Risk Strategy ETF position peaked at $69K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q1 2022.

Based on Life Planning Partners's 13F filing for Q1 2022, filed 25 Apr 2022.