Simplicity Solutions’s Freedom Day Dividend ETF MBOX Stock Holding History

Simplicity Solutions’s Portfolio MBOX Stock Details MBOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,358	Closed	-$371K	–	1056
2023 Q2	$371K	Buy	+14,358	New	+$358K	0.01%	760

Other funds holding MBOX

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Solutions's MBOX Position: Q3 2023 in Review

Simplicity Solutions sold out of Freedom Day Dividend ETF (MBOX) in Q3 2023, closing a stake of 14,358 shares — an estimated $371K sold.

Simplicity Solutions first reported a position in MBOX in Q2 2023 and held it in 1 quarter. The position peaked at $371K in Q2 2023. 6 funds tracked by Wall St. Rank hold MBOX as of Q3 2023.

Simplicity Solutions reported no remaining Freedom Day Dividend ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 14,358 Freedom Day Dividend ETF shares in Q3 2023, an estimated $371K.
Simplicity Solutions first reported a position in Freedom Day Dividend ETF in Q2 2023 and held it in 1 quarter.
Simplicity Solutions's Freedom Day Dividend ETF position peaked at $371K in Q2 2023.
6 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.