NewEdge Advisors’s Simplify Macro Strategy ETF FIG Stock Holding History

NewEdge Advisors’s Portfolio FIG Stock Details FIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-600	Closed	-$14K	–	3667
2022 Q4	$14K	Buy	+600	New	+$14.3K	﹤0.01%	2256

Other funds holding FIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Cambridge Investment Research Advisors

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's FIG Position: Q1 2023 in Review

NewEdge Advisors sold out of Simplify Macro Strategy ETF (FIG) in Q1 2023, closing a stake of 600 shares — an estimated $14K sold.

NewEdge Advisors first reported a position in FIG in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 10 funds tracked by Wall St. Rank hold FIG as of Q1 2023.

NewEdge Advisors reported no remaining Simplify Macro Strategy ETF position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 600 Simplify Macro Strategy ETF shares in Q1 2023, an estimated $14K.
NewEdge Advisors first reported a position in Simplify Macro Strategy ETF in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Simplify Macro Strategy ETF position peaked at $14K in Q4 2022.
10 funds tracked by Wall St. Rank held Simplify Macro Strategy ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.