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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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
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

Atomi Financial Group's SPD Position: Q1 2026 in Review

Atomi Financial Group held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 34,559 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #360.

Atomi Financial Group first reported a position in SPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Atomi Financial Group held 34,559 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.26M as of Q1 2026.
  • Atomi Financial Group left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q1 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #360 holding.
  • Atomi Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $2.33M in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.