Almanack Investment Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Almanack Investment Partners’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
2025 Q1	–	Sell	-142,651	Closed	-$4.76M	–	192
2024 Q4	$4.76M	Buy	142,651 +6,533	+5%	+$223K	0.73%	29
2024 Q3	$4.56M	Buy	136,118 +15,590	+13%	+$508K	0.72%	32
2024 Q2	$3.9M	Sell	120,528 -12,200	-9%	-$382K	0.66%	33
2024 Q1	$4.13M	Buy	+132,728	New	+$3.98M	0.7%	31
2023 Q4	–	Sell	-100,285	Closed	-$2.63M	–	181
2023 Q3	$2.63M	Buy	100,285 +9,958	+11%	+$273K	0.51%	28
2023 Q2	$2.47M	Sell	90,327 -26,599	-23%	-$695K	0.43%	29
2023 Q1	$2.99M	Sell	116,926 -22,062	-16%	-$555K	0.59%	25
2022 Q4	$3.37M	Buy	+138,988	New	+$3.51M	0.72%	23
2022 Q3	–	Sell	-109,123	Closed	-$2.89M	–	915
2022 Q2	$2.89M	Buy	+109,123	New	+$3.13M	0.29%	60

Other funds holding SPD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWA

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AWM

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

IAA

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

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

SPIA

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

Almanack Investment Partners's SPD Position: Q1 2025 in Review

Almanack Investment Partners sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2025, closing a stake of 142,651 shares — an estimated $4.76M sold.

Almanack Investment Partners first reported a position in SPD in Q2 2022 and held it in 9 quarters. The position peaked at $4.76M in Q4 2024. 40 funds tracked by Wall St. Rank hold SPD as of Q1 2025.

Almanack Investment Partners reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2025 after selling out during the quarter.
Almanack Investment Partners sold 142,651 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2025, an estimated $4.76M.
Almanack Investment Partners first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and held it in 9 quarters.
Almanack Investment Partners's Simplify US Equity PLUS Downside Convexity ETF position peaked at $4.76M in Q4 2024.
40 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.