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 Q2	–	Sell	-1	Closed	-$35	–	5384
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 $79.5B AUM 27.1% 1-Year Est. Return

AWA

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Allworth Financial's SPD Position: Q2 2026 in Review

Allworth Financial sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026, closing a stake of 1 share — an estimated $35 sold.

Allworth Financial first reported a position in SPD in Q1 2022 and held it in 7 quarters. The position peaked at $48K in Q1 2022. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Allworth Financial reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 1 Simplify US Equity PLUS Downside Convexity ETF share in Q2 2026, an estimated $35.
Allworth Financial first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2022 and held it in 7 quarters.
Allworth Financial's Simplify US Equity PLUS Downside Convexity ETF position peaked at $48K in Q1 2022.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.