Commonwealth Equity Services’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 | $8.88M | Sell |
198,666
-78,062
| -28% | -$3.49M | 0.01% | 991 |
|
|
2025
Q1 | $10.6M | Buy |
276,728
+13,464
| +5% | +$514K | 0.01% | 833 |
|
|
2024
Q4 | $10.8M | Buy |
263,264
+212,079
| +414% | +$8.68M | 0.02% | 800 |
|
|
2024
Q3 | $2.16M | Buy |
51,185
+8,738
| +21% | +$368K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $1.71M | Buy |
42,447
+22,692
| +115% | +$915K | ﹤0.01% | 1892 |
|
|
2024
Q1 | $773K | Sell |
19,755
-73
| -0.4% | -$2.86K | ﹤0.01% | 2437 |
|
|
2023
Q4 | $654K | Buy |
+19,828
| New | +$654K | ﹤0.01% | 2496 |
|