Compound Planning Inc. Has $1.69 Million Stake in Simplify US Equity PLUS Downside Convexity ETF $SPD

Compound Planning Inc. reduced its stake in shares of Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD) by 30.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 42,691 shares of the company’s stock after selling 18,666 shares during the period. Compound Planning Inc. owned about 1.60% of Simplify US Equity PLUS Downside Convexity ETF worth $1,687,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Transce3nd LLC purchased a new position in shares of Simplify US Equity PLUS Downside Convexity ETF during the second quarter valued at approximately $30,000. LifeWealth Investments LLC lifted its stake in Simplify US Equity PLUS Downside Convexity ETF by 7.3% during the 3rd quarter. LifeWealth Investments LLC now owns 11,747 shares of the company’s stock valued at $464,000 after acquiring an additional 795 shares in the last quarter. Osaic Holdings Inc. boosted its holdings in Simplify US Equity PLUS Downside Convexity ETF by 21.8% during the 2nd quarter. Osaic Holdings Inc. now owns 7,218 shares of the company’s stock worth $265,000 after acquiring an additional 1,291 shares during the last quarter. Authentikos Wealth Advisory LLC grew its stake in shares of Simplify US Equity PLUS Downside Convexity ETF by 2.2% in the 3rd quarter. Authentikos Wealth Advisory LLC now owns 194,241 shares of the company’s stock worth $7,674,000 after acquiring an additional 4,094 shares in the last quarter. Finally, Evolution Wealth Management Inc. grew its stake in shares of Simplify US Equity PLUS Downside Convexity ETF by 5.6% in the 3rd quarter. Evolution Wealth Management Inc. now owns 100,057 shares of the company’s stock worth $3,953,000 after acquiring an additional 5,307 shares in the last quarter.

Simplify US Equity PLUS Downside Convexity ETF Price Performance

SPD opened at $38.91 on Wednesday. The company’s 50-day moving average is $39.37 and its 200 day moving average is $39.26. Simplify US Equity PLUS Downside Convexity ETF has a fifty-two week low of $29.54 and a fifty-two week high of $41.20. The firm has a market capitalization of $115.56 million, a P/E ratio of 28.26 and a beta of 0.74.

Simplify US Equity PLUS Downside Convexity ETF Profile

The Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively managed fund-of-funds that provides exposure to US large-cap stocks while applying a downside options overlay strategy. SPD was launched on Sep 3, 2020 and is managed by Simplify.