Lloyd Advisory Services LLC. Makes New Investment in Simplify US Equity PLUS Upside Convexity ETF $SPUC

Lloyd Advisory Services LLC. bought a new position in shares of Simplify US Equity PLUS Upside Convexity ETF (NYSEARCA:SPUC) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 34,276 shares of the company’s stock, valued at approximately $1,597,000. Simplify US Equity PLUS Upside Convexity ETF comprises 0.6% of Lloyd Advisory Services LLC.’s portfolio, making the stock its 29th largest holding. Lloyd Advisory Services LLC. owned about 1.52% of Simplify US Equity PLUS Upside Convexity ETF at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Kingdom Financial Group LLC. acquired a new position in Simplify US Equity PLUS Upside Convexity ETF during the fourth quarter worth about $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 Price Performance

NYSEARCA:SPUC opened at $49.68 on Friday. The firm has a 50 day simple moving average of $46.86 and a 200-day simple moving average of $47.65. The firm has a market cap of $115.75 million, a PE ratio of 21.23 and a beta of 1.25. Simplify US Equity PLUS Upside Convexity ETF has a 1-year low of $40.12 and a 1-year high of $52.08.

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.