Osaic Holdings’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

Osaic Holdings’s Portfolio EAFD Stock Details EAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-414	Closed	-$8K	–	7627
2022 Q2	$8K	Buy	+414	New	+$8.82K	﹤0.01%	6266

Other funds holding EAFD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Osaic Holdings's EAFD Position: Q3 2022 in Review

Osaic Holdings sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q3 2022, closing a stake of 414 shares — an estimated $8K sold.

Osaic Holdings first reported a position in EAFD in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 7 funds tracked by Wall St. Rank hold EAFD as of Q3 2022.

Osaic Holdings reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q3 2022 after selling out during the quarter.
Osaic Holdings sold 414 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q3 2022, an estimated $8K.
Osaic Holdings first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q2 2022 and held it in 1 quarter.
Osaic Holdings's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $8K in Q2 2022.
7 funds tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q3 2022.

Based on Osaic Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.