BOSSRA
B.O.S.S. Retirement Advisors’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 | $1.62M | Buy |
+42,618
| New | +$1.62M | 0.41% | 52 |
|
|
2025
Q1 | – | Sell |
-25,687
| Closed | -$857K | – | 190 |
|
|
2024
Q4 | $857K | Buy |
+25,687
| New | +$857K | 0.24% | 85 |
|
|
2024
Q1 | – | Sell |
-23,343
| Closed | -$671K | – | 215 |
|
|
2023
Q4 | $671K | Buy |
+23,343
| New | +$671K | 0.13% | 173 |
|