B.O.S.S. Retirement Advisors, LLC
PensionPosition in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 1964810
Lehi, UT
All Filings in SPD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $808,992 | 22,244 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 SPD | $955,549 | 24,339 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 SPD | $1,540,652 | 38,994 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 SPD | $1,620,165 | 42,618 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 SPD | $857,226 | 25,687 | Shares | Sole | 2025-01-21 | |
| 2023-12-31 SPD | $670,784 | 23,343 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||