Elevated Capital Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$567K Hold
18,341
0.16% 178
2025
Q1
$567K Buy
18,341
+620
+3% +$19.2K 0.16% 178
2024
Q4
$591K Buy
17,721
+3,732
+27% +$125K 0.16% 176
2024
Q3
$468K Buy
13,989
+6,414
+85% +$215K 0.12% 213
2024
Q2
$245K Buy
+7,575
New +$245K 0.07% 213