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

Atomi Financial Group’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	$828K	Sell	19,952 -14,607	-42%	-$588K	0.02%	547
2026 Q1	$1.26M	Hold	34,559	–	–	0.04%	360
2025 Q4	$1.36M	Sell	34,559 -8,132	-19%	-$321K	0.04%	321
2025 Q3	$1.69M	Sell	42,691 -18,666	-30%	-$716K	0.05%	238
2025 Q2	$2.33M	Sell	61,357 -242	-0.4%	-$8.55K	0.09%	163
2025 Q1	$1.91M	Buy	61,599 +16,276	+36%	+$541K	0.09%	177
2024 Q4	$1.51M	Buy	+45,323	New	+$1.55M	0.08%	190

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

Atomi Financial Group's SPD Position: Q2 2026 in Review

Atomi Financial Group reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 42% in Q2 2026, selling an estimated $588K and leaving 19,952 shares worth $828K. The position accounts for 0.02% of the portfolio, ranked #547.

Atomi Financial Group first reported a position in SPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q2 2025. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Atomi Financial Group held 19,952 shares of Simplify US Equity PLUS Downside Convexity ETF worth $828K as of Q2 2026.
Atomi Financial Group sold 14,607 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $588K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #547 holding.
Atomi Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 7 quarters since.
Atomi Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $2.33M in Q2 2025.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.