AE Wealth Management’s Simplify US Equity PLUS Upside Convexity ETF SPUC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.67M Buy
+104,367
New +$4.67M 0.03% 361
2022
Q4
Sell
-13,730
Closed -$346K 1909
2022
Q3
$346K Buy
13,730
+5,332
+63% +$134K ﹤0.01% 1407
2022
Q2
$223K Buy
+8,398
New +$223K ﹤0.01% 1554