Wealth Enhancement Advisory Services’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 |
30,797
-180,623
| -85% | -$7.03M | ﹤0.01% | 1639 |
|
|
2025
Q1 | $6.54M | Sell |
211,420
-36,217
| -15% | -$1.12M | 0.01% | 732 |
|
|
2024
Q4 | $8.26M | Sell |
247,637
-216
| -0.1% | -$7.21K | 0.02% | 622 |
|
|
2024
Q3 | $8.3M | Sell |
247,853
-367
| -0.1% | -$12.3K | 0.02% | 574 |
|
|
2024
Q2 | $8.02M | Sell |
248,220
-13,137
| -5% | -$425K | 0.02% | 546 |
|
|
2024
Q1 | $8.13M | Sell |
261,357
-10,046
| -4% | -$312K | 0.02% | 532 |
|
|
2023
Q4 | $7.8M | Sell |
271,403
-9,543
| -3% | -$274K | 0.02% | 490 |
|
|
2023
Q3 | $7.37M | Buy |
+280,946
| New | +$7.37M | 0.02% | 478 |
|