PEA
Park Edge 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 | $1.2M | Sell |
31,522
-18,096
| -36% | -$688K | 0.31% | 65 |
|
|
2025
Q1 | $1.53M | Buy |
+49,618
| New | +$1.53M | 0.43% | 42 |
|
|
2024
Q1 | – | Sell |
-18,760
| Closed | -$539K | – | 133 |
|
|
2023
Q4 | $539K | Sell |
18,760
-98
| -0.5% | -$2.82K | 0.19% | 67 |
|
|
2023
Q3 | $494K | Sell |
18,858
-78
| -0.4% | -$2.05K | 0.18% | 61 |
|
|
2023
Q2 | $517K | Hold |
18,936
| – | – | 0.17% | 60 |
|
|
2023
Q1 | $484K | Hold |
18,936
| – | – | 0.19% | 54 |
|
|
2022
Q4 | $459K | Buy |
+18,936
| New | +$459K | 0.2% | 52 |
|