TWM
QQD

Tradition Wealth Management’s Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF QQD Stock Holding History

Tradition Wealth Management’s Portfolio QQD Stock Details QQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-140
Closed -$3K – 1227
2022
Q2 		$3K Sell
140
-330
-70% -$8.29K ﹤0.01% 1066
2022
Q1 		$14K Sell
470
-167
-26% -$4.82K ﹤0.01% 819
2021
Q4 		$21K Buy
637
+155
+32% +$4.85K ﹤0.01% 723
2021
Q3 		$14K Buy
482
+326
+209% +$9.82K ﹤0.01% 829
2021
Q2 		$5K Buy
+156
New +$4.3K ﹤0.01% 1075

Other funds holding QQD

AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tradition Wealth Management's QQD Position: Q3 2022 in Review

Tradition Wealth Management sold out of Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) in Q3 2022, closing a stake of 140 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in QQD in Q2 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 7 funds tracked by Wall St. Rank hold QQD as of Q3 2022.

  • Tradition Wealth Management reported no remaining Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position as of Q3 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 140 Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF shares in Q3 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF in Q2 2021 and held it in 5 quarters.
  • Tradition Wealth Management's Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position peaked at $21K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.