IFP Advisors’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 | $5.83K | Buy |
|
|||||
|
2025
Q2 | $5.6K | Hold |
|
|||||
|
2025
Q1 | $4.54K | Hold |
|
|||||
|
2024
Q4 | $4.89K | Buy |
|
|||||
|
2024
Q3 | $4.89K | Sell |
|
|||||
|
2024
Q2 | $9.41K | Sell |
|
|||||
|
2024
Q1 | $30.1K | Sell |
|
|||||
|
2023
Q4 | $68.7K | Sell |
|
|||||
|
2023
Q3 | $155K | Sell |
|
|||||
|
2023
Q2 | $169K | Sell |
|
|||||
|
2023
Q1 | $2.93M | Sell |
|
|||||
|
2022
Q4 | $6.31M | Sell |
|
|||||
|
2022
Q3 | $6.57M | Buy |
|
|||||
|
2022
Q2 | $3.71M | Hold |
|
|||||
|
2022
Q1 | $3.71M | Buy |
|
|||||
|
2021
Q4 | $915K | Buy |
|
|||||
|
2021
Q3 | $593K | Buy |
|
|||||
|
2021
Q2 | $387K | Buy |
|
|||||
|
2021
Q1 | $323K | Sell |
|
|||||
|
2020
Q4 | $750K | Buy |
|