LIA
RTYD

Luken Investment Analytics’s Simplify US Small Cap PLUS Downside Convexity ETF RTYD Stock Holding History

Luken Investment Analytics’s Portfolio RTYD Stock Details RTYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$151 – 147
2022
Q4 		$151 Buy
+8
New +$158 ﹤0.01% 137

Other funds holding RTYD

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

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

Luken Investment Analytics sold out of Simplify US Small Cap PLUS Downside Convexity ETF (RTYD) in Q1 2023, closing a stake of 8 shares — an estimated $151 sold.

Luken Investment Analytics first reported a position in RTYD in Q4 2022 and held it in 1 quarter. The position peaked at $151 in Q4 2022. 2 funds tracked by Wall St. Rank hold RTYD as of Q1 2023.

  • Luken Investment Analytics reported no remaining Simplify US Small Cap PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 8 Simplify US Small Cap PLUS Downside Convexity ETF shares in Q1 2023, an estimated $151.
  • Luken Investment Analytics first reported a position in Simplify US Small Cap PLUS Downside Convexity ETF in Q4 2022 and held it in 1 quarter.
  • Luken Investment Analytics's Simplify US Small Cap PLUS Downside Convexity ETF position peaked at $151 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Simplify US Small Cap PLUS Downside Convexity ETF as of Q1 2023.

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