AE Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
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|
2025
Q1 | $84.2K | Sell |
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|
2024
Q4 | $4.93M | Sell |
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|
2024
Q3 | $5.03M | Buy |
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|
2024
Q2 | $4.5M | Buy |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $9.77M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $982K | Buy |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $358K | Buy |
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