Insigneo Advisory Services’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 | $619K | Hold |
16,273
| – | – | 0.05% | 285 |
|
|
2025
Q1 | $503K | Hold |
16,273
| – | – | 0.05% | 304 |
|
|
2024
Q4 | $543K | Buy |
16,273
+6,370
| +64% | +$213K | 0.06% | 275 |
|
|
2024
Q3 | $331K | Hold |
9,903
| – | – | 0.03% | 419 |
|
|
2024
Q2 | $319K | Sell |
9,903
-9,848
| -50% | -$317K | 0.04% | 393 |
|
|
2024
Q1 | $614K | Sell |
19,751
-3,991
| -17% | -$124K | 0.07% | 230 |
|
|
2023
Q4 | $682K | Hold |
23,742
| – | – | 0.1% | 195 |
|
|
2023
Q3 | $623K | Hold |
23,742
| – | – | 0.13% | 157 |
|
|
2023
Q2 | $653K | Hold |
23,742
| – | – | 0.13% | 156 |
|
|
2023
Q1 | $607K | Sell |
23,742
-8,210
| -26% | -$210K | 0.19% | 105 |
|
|
2022
Q4 | $775K | Buy |
+31,952
| New | +$775K | 0.29% | 72 |
|