Dynamic Advisor Solutions’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 | $339K | Hold |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $884K | Buy |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.76M | Buy |
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