Lloyd 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
$1.77M Sell
2025
Q2
$1.74M Buy
2025
Q1
Sell
2024
Q4
$1.62M Sell
2024
Q3
$1.72M Sell
2024
Q2
$1.66M Buy
2024
Q1
Sell
2023
Q4
$1.39M Buy