LIA
EAFD

Luken Investment Analytics’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

Luken Investment Analytics’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
Q1 		– Sell
-14
Closed -$258 – 146
2022
Q4 		$258 Buy
+14
New +$253 ﹤0.01% 134

Other funds holding EAFD

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Luken Investment Analytics's EAFD Position: Q1 2023 in Review

Luken Investment Analytics sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q1 2023, closing a stake of 14 shares — an estimated $258 sold.

Luken Investment Analytics first reported a position in EAFD in Q4 2022 and held it in 1 quarter. The position peaked at $258 in Q4 2022. 6 funds tracked by Wall St. Rank hold EAFD as of Q1 2023.

  • Luken Investment Analytics reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 14 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q1 2023, an estimated $258.
  • Luken Investment Analytics first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q4 2022 and held it in 1 quarter.
  • Luken Investment Analytics's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $258 in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q1 2023.

Based on Luken Investment Analytics's 13F filing for Q1 2023, filed 4 Apr 2023.