Old Mission Capital’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Old Mission Capital’s Portfolio WLDR Stock Details WLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,792	Closed	-$515K	–	1646
2023 Q4	$515K	Hold	18,792	–	–	0.01%	764
2023 Q3	$477K	Hold	18,792	–	–	0.02%	718
2023 Q2	$490K	Hold	18,792	–	–	0.02%	654
2023 Q1	$463K	Sell	18,792 -4,608	-20%	-$114K	0.01%	809
2022 Q4	$552K	Buy	23,400 +4,011	+21%	+$92.2K	0.02%	694
2022 Q3	$399K	Hold	19,389	–	–	0.02%	624
2022 Q2	$430K	Buy	19,389 +200	+1%	+$4.9K	0.01%	827
2022 Q1	$499K	Buy	+19,189	New	+$503K	0.01%	723

Other funds holding WLDR

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return