IAA
Ironsides Asset Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Buy |
83,322
+589
| +0.7% | +$22.4K | 0.92% | 19 |
|
2025
Q1 | $2.56M | Buy |
82,733
+3,600
| +5% | +$111K | 0.75% | 21 |
|
2024
Q4 | $2.64M | Buy |
79,133
+18,050
| +30% | +$602K | 0.76% | 19 |
|
2024
Q3 | $2.04M | Buy |
61,083
+17,800
| +41% | +$596K | 0.59% | 19 |
|
2024
Q2 | $1.4M | Buy |
43,283
+4,450
| +11% | +$144K | 0.47% | 20 |
|
2024
Q1 | $1.21M | Buy |
38,833
+4,295
| +12% | +$134K | 0.41% | 22 |
|
2023
Q4 | $992K | Sell |
34,538
-6,782
| -16% | -$195K | 0.43% | 21 |
|
2023
Q3 | $1.08M | Buy |
41,320
+2,000
| +5% | +$52.4K | 0.49% | 19 |
|
2023
Q2 | $1.08M | Buy |
39,320
+22,495
| +134% | +$617K | 0.46% | 18 |
|
2023
Q1 | $430K | Hold |
16,825
| – | – | 0.2% | 44 |
|
2022
Q4 | $408K | Buy |
+16,825
| New | +$408K | 0.19% | 45 |
|