Avantax Advisory Services’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+5,572
New +$230K ﹤0.01% 2108
2024
Q3
Sell
-6,696
Closed -$243K 2195
2024
Q2
$243K Buy
6,696
+12
+0.2% +$435 ﹤0.01% 1838
2024
Q1
$234K Buy
+6,684
New +$234K ﹤0.01% 1449