Lloyd Advisory Services LLC. Takes $1.60 Million Position in Simplify US Equity PLUS Upside Convexity ETF $SPUC

Lloyd Advisory Services LLC. acquired a new stake in Simplify US Equity PLUS Upside Convexity ETF (NYSEARCA:SPUC) in the fourth quarter, HoldingsChannel reports. The firm acquired 34,276 shares of the company’s stock, valued at approximately $1,597,000. Simplify US Equity PLUS Upside Convexity ETF makes up about 0.6% of Lloyd Advisory Services LLC.’s portfolio, making the stock its 29th largest holding.

A number of other institutional investors have also modified their holdings of SPUC. Kingdom Financial Group LLC. acquired a new position in shares of Simplify US Equity PLUS Upside Convexity ETF in the fourth quarter valued at approximately $85,000. Bank of America Corp DE acquired a new position in shares of Simplify US Equity PLUS Upside Convexity ETF in the third quarter valued at approximately $162,000. LifeWealth Investments LLC acquired a new position in shares of Simplify US Equity PLUS Upside Convexity ETF in the fourth quarter valued at approximately $219,000. B.O.S.S. Retirement Advisors LLC acquired a new position in shares of Simplify US Equity PLUS Upside Convexity ETF in the fourth quarter valued at approximately $479,000. Finally, AE Wealth Management LLC raised its position in shares of Simplify US Equity PLUS Upside Convexity ETF by 7,426.8% in the fourth quarter. AE Wealth Management LLC now owns 93,106 shares of the company’s stock valued at $4,338,000 after buying an additional 91,869 shares during the last quarter.

Simplify US Equity PLUS Upside Convexity ETF Stock Performance

Shares of SPUC stock opened at $49.68 on Friday. Simplify US Equity PLUS Upside Convexity ETF has a one year low of $40.12 and a one year high of $52.08. The company has a 50 day moving average price of $46.86 and a 200 day moving average price of $47.65. The firm has a market capitalization of $115.75 million, a price-to-earnings ratio of 21.23 and a beta of 1.25.

About Simplify US Equity PLUS Upside Convexity ETF

The Simplify US Equity PLUS Upside Convexity ETF (SPUC) is an exchange-traded fund that is based on the S&P 500 index. The fund is actively managed to provide exposure to the S&P 500 stocks while applying an upside options overlay strategy. SPUC was launched on Sep 3, 2020 and is managed by Simplify.