WP
SPD icon

WealthSource Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-9,746
Closed -$258K – 546
2022
Q2 		$258K Sell
9,746
-212
-2% -$6.08K 0.02% 431
2022
Q1 		$312K Buy
9,958
+2,058
+26% +$64.1K 0.02% 444
2021
Q4 		$263K Buy
+7,900
New +$254K 0.02% 468

Other funds holding SPD

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthSource Partners's SPD Position: Q3 2022 in Review

WealthSource Partners sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2022, closing a stake of 9,746 shares — an estimated $258K sold.

WealthSource Partners first reported a position in SPD in Q4 2021 and held it in 3 quarters. The position peaked at $312K in Q1 2022. 53 funds tracked by Wall St. Rank hold SPD as of Q3 2022.

  • WealthSource Partners reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 9,746 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2022, an estimated $258K.
  • WealthSource Partners first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 3 quarters.
  • WealthSource Partners's Simplify US Equity PLUS Downside Convexity ETF position peaked at $312K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.