TC
SPD icon

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

Telemus Capital’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
2022
Q4 		– Sell
-8,679
Closed -$230K – 343
2022
Q3 		$230K Hold
8,679
– – 0.02% 289
2022
Q2 		$230K Hold
8,679
– – 0.02% 313
2022
Q1 		$272K Hold
8,679
– – 0.02% 289
2021
Q4 		$289K Buy
+8,679
New +$279K 0.02% 305

Other funds holding SPD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Telemus Capital's SPD Position: Q4 2022 in Review

Telemus Capital sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2022, closing a stake of 8,679 shares — an estimated $230K sold.

Telemus Capital first reported a position in SPD in Q4 2021 and held it in 4 quarters. The position peaked at $289K in Q4 2021. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2022.

  • Telemus Capital reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2022 after selling out during the quarter.
  • Telemus Capital sold 8,679 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2022, an estimated $230K.
  • Telemus Capital first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 4 quarters.
  • Telemus Capital's Simplify US Equity PLUS Downside Convexity ETF position peaked at $289K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2022.

Based on Telemus Capital's 13F filing for Q4 2022, filed 11 Jan 2023.