LPL Financial’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 | $1.59M | Buy |
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|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $624K | Buy |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $946K | Sell |
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|
2022
Q3 | $26.5M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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