WI
CYA

WJ Interests’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

WJ Interests’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
2022
Q4 		– Sell
-15,976
Closed -$7.35M – 72
2022
Q3 		$7.35M Buy
15,976
+914
+6% +$329K 6.55% 8
2022
Q2 		$6.03M Buy
+15,062
New +$6.18M 4.66% 11

Other funds holding CYA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WJ Interests's CYA Position: Q4 2022 in Review

WJ Interests sold out of Simplify Tail Risk Strategy ETF (CYA) in Q4 2022, closing a stake of 15,976 shares — an estimated $7.35M sold.

WJ Interests first reported a position in CYA in Q2 2022 and held it in 2 quarters. The position peaked at $7.35M in Q3 2022. 14 funds tracked by Wall St. Rank hold CYA as of Q4 2022.

  • WJ Interests reported no remaining Simplify Tail Risk Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • WJ Interests sold 15,976 Simplify Tail Risk Strategy ETF shares in Q4 2022, an estimated $7.35M.
  • WJ Interests first reported a position in Simplify Tail Risk Strategy ETF in Q2 2022 and held it in 2 quarters.
  • WJ Interests's Simplify Tail Risk Strategy ETF position peaked at $7.35M in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q4 2022.

Based on WJ Interests's 13F filing for Q4 2022, filed 19 Jan 2023.