SS
QVOY

Simplicity Solutions’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Simplicity Solutions’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$894K Buy
32,546
+114
+0.4% +$3.11K 0.02% 469
2023
Q3 		$883K Buy
32,432
+22,878
+239% +$639K 0.03% 447
2023
Q2 		$264K Sell
9,554
-14,460
-60% -$373K 0.01% 876
2023
Q1 		$603K Buy
24,014
+14,447
+151% +$365K 0.02% 633
2022
Q4 		$238K Buy
+9,567
New +$239K 0.03% 567

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's QVOY Position: Q4 2023 in Review

Simplicity Solutions increased its Q3 All-Season Active Rotation ETF (QVOY) stake by 0.35% in Q4 2023, buying an estimated $3.11K and bringing the position to 32,546 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #469.

Simplicity Solutions first reported a position in QVOY in Q4 2022 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold QVOY as of Q4 2023.

  • Simplicity Solutions held 32,546 shares of Q3 All-Season Active Rotation ETF worth $894K as of Q4 2023.
  • Simplicity Solutions bought 114 Q3 All-Season Active Rotation ETF shares in Q4 2023, an estimated $3.11K.
  • Q3 All-Season Active Rotation ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #469 holding.
  • Simplicity Solutions first reported a position in Q3 All-Season Active Rotation ETF in Q4 2022 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.