MCM
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MAI Capital Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

MAI Capital Management’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
Q1 		– Sell
-16,650
Closed -$554K – 978
2021
Q4 		$554K Buy
+16,650
New +$535K 0.01% 539

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

MAI Capital Management's SPD Position: Q1 2022 in Review

MAI Capital Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2022, closing a stake of 16,650 shares — an estimated $554K sold.

MAI Capital Management first reported a position in SPD in Q4 2021 and held it in 1 quarter. The position peaked at $554K in Q4 2021. 60 funds tracked by Wall St. Rank hold SPD as of Q1 2022.

  • MAI Capital Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2022 after selling out during the quarter.
  • MAI Capital Management sold 16,650 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2022, an estimated $554K.
  • MAI Capital Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 1 quarter.
  • MAI Capital Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $554K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2022.

Based on MAI Capital Management's 13F filing for Q1 2022, filed 10 May 2022.