TWA
CYA

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

TCI Wealth Advisors’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
2023
Q1 		– Sell
-3
Closed -$609 – 2672
2022
Q4 		$609 Hold
3
– – ﹤0.01% 2192
2022
Q3 		$1K Hold
3
– – ﹤0.01% 2204
2022
Q2 		$1K Buy
+3
New +$1.23K ﹤0.01% 2229

Other funds holding CYA

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

TCI Wealth Advisors's CYA Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Simplify Tail Risk Strategy ETF (CYA) in Q1 2023, closing a stake of 3 shares — an estimated $609 sold.

TCI Wealth Advisors first reported a position in CYA in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 12 funds tracked by Wall St. Rank hold CYA as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Simplify Tail Risk Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Simplify Tail Risk Strategy ETF shares in Q1 2023, an estimated $609.
  • TCI Wealth Advisors first reported a position in Simplify Tail Risk Strategy ETF in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Simplify Tail Risk Strategy ETF position peaked at $1K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.