Great Lakes Retirement’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
Q1
Sell
2024
Q4
$336K Sell
2024
Q3
$357K Sell
2024
Q2
$353K Sell
2024
Q1
$377K Sell
2023
Q4
$371K Buy