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Stonebridge Capital Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Stonebridge Capital Advisors’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-845
Closed -$24K – 1089
2021
Q2 		$24K Hold
845
– – ﹤0.01% 589
2021
Q1 		$24K Buy
+845
New +$23.3K ﹤0.01% 475

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Stonebridge Capital Advisors's SPD Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2021, closing a stake of 845 shares — an estimated $24K sold.

Stonebridge Capital Advisors first reported a position in SPD in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 41 funds tracked by Wall St. Rank hold SPD as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 845 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2021, an estimated $24K.
  • Stonebridge Capital Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $24K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.