AWA
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Authentikos Wealth Advisory’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.23M Sell
190,147
-28,657
-13% -$1.09M 5.49% 6
2025
Q1
$6.77M Buy
218,804
+211,125
+2,749% +$6.53M 5.7% 6
2024
Q4
$256K Sell
7,679
-121
-2% -$4.04K 0.25% 66
2024
Q3
$261K Buy
+7,800
New +$261K 0.25% 62