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
Q1 		$327 Hold
9
– – ﹤0.01% 3258
2025
Q4 		$353 Buy
+9
New +$356 ﹤0.01% 3168

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AWA
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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

AssetMark Inc's SPD Position: Q1 2026 in Review

AssetMark Inc held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 9 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

AssetMark Inc first reported a position in SPD in Q4 2025 and has held it in 2 quarters since. The position peaked at $353 in Q4 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • AssetMark Inc held 9 shares of Simplify US Equity PLUS Downside Convexity ETF worth $327 as of Q1 2026.
  • AssetMark Inc 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 AssetMark Inc's portfolio in Q1 2026, its #3258 holding.
  • AssetMark Inc first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Simplify US Equity PLUS Downside Convexity ETF position peaked at $353 in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.