Insigneo Advisory Services’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 | $641K | Sell |
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|
2025
Q2 | $619K | Hold |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $682K | Hold |
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|
2023
Q3 | $623K | Hold |
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|
2023
Q2 | $653K | Hold |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $775K | Buy |
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