OLVIG
CYA

Oliver Lagore Vanvalin Investment Group’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio CYA Stock Details CYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-45
Closed -$5.21K – 904
2023
Q2 		$5.21K Buy
+45
New +$6.8K ﹤0.01% 561

Other funds holding CYA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CYA Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Simplify Tail Risk Strategy ETF (CYA) in Q3 2023, closing a stake of 45 shares — an estimated $5.21K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CYA in Q2 2023 and held it in 1 quarter. The position peaked at $5.21K in Q2 2023. 12 funds tracked by Wall St. Rank hold CYA as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Simplify Tail Risk Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 45 Simplify Tail Risk Strategy ETF shares in Q3 2023, an estimated $5.21K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Simplify Tail Risk Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Simplify Tail Risk Strategy ETF position peaked at $5.21K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.