World Investment 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
2023
Q1
Sell
2022
Q4
$756K Sell
2022
Q3
$852K Sell
2022
Q2
$922K Sell
2022
Q1
$1.07M Buy
2021
Q4
$1.06M Sell
2021
Q3
$1.59M Buy
2021
Q2
$1.38M Sell
2021
Q1
$1.36M Buy
2020
Q4
$1.29M Buy