Mach-1 Financial Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Mach-1 Financial Group’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
2022 Q4	–	Sell	-55,418	Closed	-$1.47M	–	410
2022 Q3	$1.47M	Buy	55,418 +18,408	+50%	+$500K	1.53%	8
2022 Q2	$979K	Buy	37,010 +13,841	+60%	+$397K	0.66%	13
2022 Q1	$726K	Buy	23,169 +12,416	+115%	+$387K	0.48%	14
2021 Q4	$357K	Buy	+10,753	New	+$346K	0.22%	17

Other funds holding SPD

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

AIP

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

Mach-1 Financial Group's SPD Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2022, closing a stake of 55,418 shares — an estimated $1.47M sold.

Mach-1 Financial Group first reported a position in SPD in Q4 2021 and held it in 4 quarters. The position peaked at $1.47M in Q3 2022. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2022.

Mach-1 Financial Group reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 55,418 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2022, an estimated $1.47M.
Mach-1 Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 4 quarters.
Mach-1 Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.47M in Q3 2022.
44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.