Allworth Financial’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Allworth Financial’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 Q1	$35	Hold	1	–	–	﹤0.01%	5097
2025 Q4	$37	Hold	1	–	–	﹤0.01%	4871
2025 Q3	$38	Hold	1	–	–	﹤0.01%	4775
2025 Q2	$36	Hold	1	–	–	﹤0.01%	4479
2025 Q1	$33	Hold	1	–	–	﹤0.01%	3993
2024 Q4	$33	Buy	+1	New	+$34	﹤0.01%	3887
2022 Q2	–	Sell	-1,528	Closed	-$48K	–	2780
2022 Q1	$48K	Buy	+1,528	New	+$47.6K	﹤0.01%	911

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $102M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Allworth Financial's SPD Position: Q1 2026 in Review

Allworth Financial held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #5097.

Allworth Financial first reported a position in SPD in Q1 2022 and has held it in 7 quarters since. The position peaked at $48K in Q1 2022. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Allworth Financial held 1 share of Simplify US Equity PLUS Downside Convexity ETF worth $35 as of Q1 2026.
Allworth Financial left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q1 2026.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5097 holding.
Allworth Financial first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2022 and has held it in 7 quarters since.
Allworth Financial's Simplify US Equity PLUS Downside Convexity ETF position peaked at $48K in Q1 2022.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.