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World Investment Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

World Investment Advisors’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
2023
Q1 		– Sell
-31,176
Closed -$756K – 261
2022
Q4 		$756K Sell
31,176
-1,036
-3% -$26.1K 0.17% 92
2022
Q3 		$852K Sell
32,212
-802
-2% -$21.8K 0.2% 86
2022
Q2 		$922K Sell
33,014
-1,180
-3% -$33.9K 0.19% 88
2022
Q1 		$1.07M Buy
34,194
+540
+2% +$16.8K 0.22% 80
2021
Q4 		$1.06M Sell
33,654
-18,703
-36% -$602K 0.22% 86
2021
Q3 		$1.59M Buy
52,357
+7,057
+16% +$220K 0.36% 50
2021
Q2 		$1.38M Sell
45,300
-1,196
-3% -$35.5K 0.32% 55
2021
Q1 		$1.36M Buy
46,496
+461
+1% +$12.7K 0.33% 54
2020
Q4 		$1.29M Buy
+46,035
New +$1.18M 0.33% 58

Other funds holding SPD

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

World Investment Advisors's SPD Position: Q1 2023 in Review

World Investment Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2023, closing a stake of 31,176 shares — an estimated $756K sold.

World Investment Advisors first reported a position in SPD in Q4 2020 and held it in 9 quarters. The position peaked at $1.59M in Q3 2021. 39 funds tracked by Wall St. Rank hold SPD as of Q1 2023.

  • World Investment Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • World Investment Advisors sold 31,176 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2023, an estimated $756K.
  • World Investment Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2020 and held it in 9 quarters.
  • World Investment Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.59M in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2023.

Based on World Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.