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Pacific Financial Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Pacific Financial Group’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
Q1 		– Sell
-275,424
Closed -$6.68M – 54
2022
Q4 		$6.68M Buy
275,424
+22,747
+9% +$574K 5.01% 6
2022
Q3 		$6.68M Buy
252,677
+39,044
+18% +$1.06M 5.99% 4
2022
Q2 		$5.66M Buy
+213,633
New +$6.13M 4.2% 10

Other funds holding SPD

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
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
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Pacific Financial Group's SPD Position: Q1 2023 in Review

Pacific Financial Group sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2023, closing a stake of 275,424 shares — an estimated $6.68M sold.

Pacific Financial Group first reported a position in SPD in Q2 2022 and held it in 3 quarters. The position peaked at $6.68M in Q3 2022. 39 funds tracked by Wall St. Rank hold SPD as of Q1 2023.

  • Pacific Financial Group reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • Pacific Financial Group sold 275,424 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2023, an estimated $6.68M.
  • Pacific Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and held it in 3 quarters.
  • Pacific Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $6.68M in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2023.

Based on Pacific Financial Group's 13F filing for Q1 2023, filed 17 May 2023.