Squar Milner Financial Services’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Squar Milner Financial Services’s Portfolio WLDR Stock Details WLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,230	Closed	-$106K	–	731
2020 Q1	$106K	Hold	6,230	–	–	0.06%	248
2019 Q4	$148K	Buy	+6,230	New	+$144K	0.07%	252
2019 Q2	–	Sell	-6,230	Closed	-$139K	–	897
2019 Q1	$139K	Hold	6,230	–	–	0.1%	216
2018 Q4	$125K	Hold	6,230	–	–	0.12%	195
2018 Q3	$154K	Hold	6,230	–	–	0.14%	190
2018 Q2	$146K	Buy	+6,230	New	+$151K	0.13%	202

Other funds holding WLDR

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Squar Milner Financial Services's WLDR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q2 2020, closing a stake of 6,230 shares — an estimated $106K sold.

Squar Milner Financial Services first reported a position in WLDR in Q2 2018 and held it in 6 quarters. The position peaked at $154K in Q3 2018. 4 funds tracked by Wall St. Rank hold WLDR as of Q2 2020.

Squar Milner Financial Services reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,230 Simplify Affinity World Leaders Equity ETF shares in Q2 2020, an estimated $106K.
Squar Milner Financial Services first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Simplify Affinity World Leaders Equity ETF position peaked at $154K in Q3 2018.
4 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.