AE Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

AE Wealth Management’s Portfolio SPD Stock Details SPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.44M	Sell	179,266 -2,117	-1%	-$85.2K	0.03%	349
2026 Q1	$6.6M	Sell	181,383 -897	-0.5%	-$34.6K	0.04%	358
2025 Q4	$7.16M	Sell	182,280 -2,660	-1%	-$105K	0.04%	345
2025 Q3	$7.31M	Sell	184,940 -339	-0.2%	-$13K	0.05%	315
2025 Q2	$7.04M	Buy	185,279 +182,555	+6,702%	+$6.45M	0.05%	305
2025 Q1	$84.2K	Sell	2,724 -144,905	-98%	-$4.82M	﹤0.01%	1483
2024 Q4	$4.93M	Sell	147,629 -2,541	-2%	-$86.7K	0.04%	347
2024 Q3	$5.03M	Buy	150,170 +11,054	+8%	+$360K	0.05%	333
2024 Q2	$4.5M	Buy	139,116 +2,207	+2%	+$69.1K	0.05%	352
2024 Q1	$4.26M	Sell	136,909 -194,962	-59%	-$5.85M	0.05%	327
2023 Q4	$9.77M	Buy	+331,871	New	+$9.01M	0.05%	400
2022 Q4	–	Sell	-55,488	Closed	-$1.47M	–	1912
2022 Q3	$1.47M	Buy	55,488 +18,408	+50%	+$500K	0.01%	808
2022 Q2	$982K	Buy	37,080 +12,005	+48%	+$344K	0.01%	895
2022 Q1	$786K	Buy	25,075 +14,322	+133%	+$446K	0.01%	1013
2021 Q4	$358K	Buy	+10,753	New	+$346K	﹤0.01%	1388

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AE Wealth Management's SPD Position: Q2 2026 in Review

AE Wealth Management reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 1.2% in Q2 2026, selling an estimated $85.2K and leaving 179,266 shares worth $7.44M. The position accounts for 0.03% of the portfolio, ranked #349.

AE Wealth Management first reported a position in SPD in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.77M in Q4 2023. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

AE Wealth Management held 179,266 shares of Simplify US Equity PLUS Downside Convexity ETF worth $7.44M as of Q2 2026.
AE Wealth Management sold 2,117 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $85.2K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #349 holding.
AE Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and has held it in 15 quarters since.
AE Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $9.77M in Q4 2023.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.