Commonwealth Equity Services’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
Q3 | $9.7M | Buy |
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|
2025
Q2 | $5.47M | Buy |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $3.34M | Sell |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.37M | Buy |
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