SWM
CYA

Stapp Wealth Management’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Stapp Wealth Management’s Portfolio CYA Stock Details CYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17
Closed -$8K – 115
2022
Q3 		$8K Buy
+17
New +$6.11K 0.02% 65

Other funds holding CYA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stapp Wealth Management's CYA Position: Q4 2022 in Review

Stapp Wealth Management sold out of Simplify Tail Risk Strategy ETF (CYA) in Q4 2022, closing a stake of 17 shares — an estimated $8K sold.

Stapp Wealth Management first reported a position in CYA in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 14 funds tracked by Wall St. Rank hold CYA as of Q4 2022.

  • Stapp Wealth Management reported no remaining Simplify Tail Risk Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 17 Simplify Tail Risk Strategy ETF shares in Q4 2022, an estimated $8K.
  • Stapp Wealth Management first reported a position in Simplify Tail Risk Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Simplify Tail Risk Strategy ETF position peaked at $8K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.