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Mutual Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Mutual Advisors’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
2023
Q2 		– Sell
-14,765
Closed -$378K – 1062
2023
Q1 		$378K Buy
14,765
+5,083
+52% +$128K 0.02% 702
2022
Q4 		$235K Buy
+9,682
New +$244K 0.01% 818

Other funds holding SPD

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mutual Advisors's SPD Position: Q2 2023 in Review

Mutual Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2023, closing a stake of 14,765 shares — an estimated $378K sold.

Mutual Advisors first reported a position in SPD in Q4 2022 and held it in 2 quarters. The position peaked at $378K in Q1 2023. 38 funds tracked by Wall St. Rank hold SPD as of Q2 2023.

  • Mutual Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2023 after selling out during the quarter.
  • Mutual Advisors sold 14,765 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2023, an estimated $378K.
  • Mutual Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and held it in 2 quarters.
  • Mutual Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $378K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.