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

Simplicity Wealth’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
2024 Q4	–	Sell	-14,291	Closed	-$487K	–	452
2024 Q3	$487K	Buy	14,291 +5	+0%	+$165	0.05%	298
2024 Q2	$456K	Sell	14,286 -92	-0.6%	-$2.9K	0.01%	792
2024 Q1	$462K	Buy	14,378 +5	+0%	+$149	0.01%	766
2023 Q4	$412K	Buy	14,373 +6	+0%	+$159	0.16%	115
2023 Q3	$369K	Buy	14,367 +9	+0.1%	+$237	0.22%	54
2023 Q2	$371K	Buy	14,358 +6	+0%	+$149	0.23%	54
2023 Q1	$358K	Buy	14,352 +22	+0.2%	+$558	0.24%	48
2022 Q4	$363K	Buy	+14,330	New	+$362K	0.32%	44

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's MBOX Position: Q4 2024 in Review

Simplicity Wealth sold out of Freedom Day Dividend ETF (MBOX) in Q4 2024, closing a stake of 14,291 shares — an estimated $487K sold.

Simplicity Wealth first reported a position in MBOX in Q4 2022 and held it in 8 quarters. The position peaked at $487K in Q3 2024. 8 funds tracked by Wall St. Rank hold MBOX as of Q4 2024.

Simplicity Wealth reported no remaining Freedom Day Dividend ETF position as of Q4 2024 after selling out during the quarter.
Simplicity Wealth sold 14,291 Freedom Day Dividend ETF shares in Q4 2024, an estimated $487K.
Simplicity Wealth first reported a position in Freedom Day Dividend ETF in Q4 2022 and held it in 8 quarters.
Simplicity Wealth's Freedom Day Dividend ETF position peaked at $487K in Q3 2024.
8 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.