Tradition Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Tradition Wealth Management’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 Q2	–	Sell	-248,174	Closed	-$7.78M	–	1149
2022 Q1	$7.78M	Buy	248,174 +23,032	+10%	+$718K	0.99%	30
2021 Q4	$7.49M	Buy	225,142 +16,834	+8%	+$541K	0.94%	33
2021 Q3	$6.34M	Buy	208,308 +11,698	+6%	+$365K	0.9%	29
2021 Q2	$5.96M	Buy	196,610 +9,097	+5%	+$270K	0.89%	30
2021 Q1	$5.3M	Buy	+187,513	New	+$5.18M	0.92%	30

Other funds holding SPD

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AFA

Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's SPD Position: Q2 2022 in Review

Tradition Wealth Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2022, closing a stake of 248,174 shares — an estimated $7.78M sold.

Tradition Wealth Management first reported a position in SPD in Q1 2021 and held it in 5 quarters. The position peaked at $7.78M in Q1 2022. 64 funds tracked by Wall St. Rank hold SPD as of Q2 2022.

Tradition Wealth Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 248,174 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2022, an estimated $7.78M.
Tradition Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2021 and held it in 5 quarters.
Tradition Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $7.78M in Q1 2022.
64 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.