Number of Shares
2.33 Mil
Current Holdings Value*
$89.08 Mil
% of Portfolio
3.34%
Total Estimate Gain
$10.25 Mil
% of Total Estimate Gain
10.63%

Simplify Asset Management Inc.'s Simplify US Equity PLUS Upside Convexity ETF Holding Summary

As of 2025-03-31, Simplify Asset Management Inc. held 2.33 Mil shares of Simplify US Equity PLUS Upside Convexity ETF(SPUC), totaling $89.08 Mil. This investment constitutes 3.34% of their stock portfolio, and Simplify Asset Management Inc. now holds 88.11% of the outstanding Simplify US Equity PLUS Upside Convexity ETF(SPUC) stock.

The initial trade took place in 2025Q1. And since then Simplify Asset Management Inc. has made 1 purchases of SPUC, at an average price of $41.28, for a total of 2.33 Mil shares. Based on historical transaction data and SPUC's current price of $45.67, Simplify Asset Management Inc.'s estimated gain on his SPUC holdings is $10.25 Mil, reflecting a 10.63% gain to date.

Simplify Asset Management Inc. SPUC ($45.67) Holding Chart

Simplify Asset Management Inc. SPUC ($45.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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