B.O.S.S. Retirement Advisors LLC Takes Position in Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD)

B.O.S.S. Retirement Advisors LLC acquired a new position in Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 25,687 shares of the company’s stock, valued at approximately $857,000. B.O.S.S. Retirement Advisors LLC owned 0.80% of Simplify US Equity PLUS Downside Convexity ETF as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in SPD. Elevated Capital Advisors LLC grew its holdings in Simplify US Equity PLUS Downside Convexity ETF by 84.7% during the 3rd quarter. Elevated Capital Advisors LLC now owns 13,989 shares of the company’s stock valued at $468,000 after buying an additional 6,414 shares in the last quarter. Fiduciary Alliance LLC purchased a new stake in Simplify US Equity PLUS Downside Convexity ETF in the 4th quarter worth $751,000. Financial Enhancement Group LLC boosted its holdings in shares of Simplify US Equity PLUS Downside Convexity ETF by 36.2% during the 3rd quarter. Financial Enhancement Group LLC now owns 26,368 shares of the company’s stock valued at $883,000 after purchasing an additional 7,002 shares during the last quarter. Atomi Financial Group Inc. purchased a new position in shares of Simplify US Equity PLUS Downside Convexity ETF during the fourth quarter valued at about $1,513,000. Finally, Ironsides Asset Advisors LLC increased its holdings in shares of Simplify US Equity PLUS Downside Convexity ETF by 41.1% in the third quarter. Ironsides Asset Advisors LLC now owns 61,083 shares of the company’s stock worth $2,044,000 after purchasing an additional 17,800 shares during the last quarter.

Simplify US Equity PLUS Downside Convexity ETF Price Performance

NYSEARCA SPD opened at $34.87 on Friday. The stock has a market capitalization of $112.63 million, a PE ratio of 25.10 and a beta of 0.90. Simplify US Equity PLUS Downside Convexity ETF has a 1-year low of $29.18 and a 1-year high of $35.30. The business has a 50 day simple moving average of $34.30 and a two-hundred day simple moving average of $33.45.

Simplify US Equity PLUS Downside Convexity ETF Company 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.