AssetMark Inc
SPD icon

AssetMark Inc’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

AssetMark Inc’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 		$373 Hold
9
– – ﹤0.01% 3345
2026
Q1 		$327 Hold
9
– – ﹤0.01% 3258
2025
Q4 		$353 Buy
+9
New +$356 ﹤0.01% 3168

Other funds holding SPD

Commonwealth Equity Services
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
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

AssetMark Inc's SPD Position: Q2 2026 in Review

AssetMark Inc held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q2 2026 at 9 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

AssetMark Inc first reported a position in SPD in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • AssetMark Inc held 9 shares of Simplify US Equity PLUS Downside Convexity ETF worth $373 as of Q2 2026.
  • AssetMark Inc left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3345 holding.
  • AssetMark Inc first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.