Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Sell
2025
Q1 		$6.54M Sell
2024
Q4 		$8.26M Sell
2024
Q3 		$8.3M Sell
2024
Q2 		$8.02M Sell
2024
Q1 		$8.13M Sell
2023
Q4 		$7.8M Sell
2023
Q3 		$7.37M Buy