Strata Wealth Advisors’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,676
Closed -$27.1K 84
2023
Q4
$27.1K Buy
+6,676
New +$250K 0.01% 69

Strata Wealth Advisors's CYA Position: Q1 2024 in Review

Strata Wealth Advisors sold out of Simplify Tail Risk Strategy ETF (CYA) in Q1 2024, closing a stake of 6,676 shares — an estimated $27.1K sold.

Strata Wealth Advisors first reported a position in CYA in Q4 2023 and held it in 1 quarter. The position peaked at $27.1K in Q4 2023. 0 funds tracked by Wall St. Rank hold CYA as of Q1 2024.

  • Strata Wealth Advisors reported no remaining Simplify Tail Risk Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 6,676 Simplify Tail Risk Strategy ETF shares in Q1 2024, an estimated $27.1K.
  • Strata Wealth Advisors first reported a position in Simplify Tail Risk Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Strata Wealth Advisors's Simplify Tail Risk Strategy ETF position peaked at $27.1K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q1 2024.

Based on Strata Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.