AE Wealth Management LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 1697723
TOPEKA, KS
All Filings in SPD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $6,596,716 | 181,383 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 SPD | $7,156,311 | 182,280 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SPD | $7,306,978 | 184,940 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SPD | $7,043,566 | 185,279 | Shares | Other | 2025-08-06 | |
| 2025-03-31 SPD | $84,258 | 2,724 | Shares | Other | 2025-05-06 | |
| 2024-12-31 SPD | $4,926,674 | 147,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 SPD | $5,026,189 | 150,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SPD | $4,496,229 | 139,116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 SPD | $4,256,500 | 136,909 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SPD | $9,536,645 | 331,871 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 SPD | $1,467,657 | 55,488 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 SPD | $981,507 | 37,080 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 SPD | $785,850 | 25,075 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 SPD | $357,644 | 10,753 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||