Osaic Holdings’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
$283K Buy
2025
Q2
$265K Buy
2025
Q1
$183K Buy
2024
Q4
$1.98K Sell
2024
Q3
$2.48K Hold
2024
Q2
$2.39K Sell
2024
Q1
$9.26K Buy
2023
Q4
$8.13K Sell
2023
Q3
$8.29K Sell
2023
Q2
$16.9K Sell
2023
Q1
$57.5K Sell
2022
Q4
$727K Sell
2022
Q3
$882K Sell
2022
Q2
$1.01M Sell
2022
Q1
$1.29M Buy
2021
Q4
$1.27M Buy
2021
Q3
$737K Buy
2021
Q2
$270K Hold
2021
Q1
$252K Buy
2020
Q4
$215K Buy