Pathway Financial Advisors’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
$281K Hold
2025
Q2
$270K Hold
2025
Q1
$220K Hold
2024
Q4
$237K Hold
2024
Q3
$238K Hold
2024
Q2
$230K Hold
2024
Q1
$221K Hold
2023
Q4
$204K Buy
2023
Q1
Sell
2022
Q4
$312K Hold
2022
Q3
$341K Hold
2022
Q2
$341K Hold
2022
Q1
$404K Buy
2021
Q4
$379K Buy