Austin Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Austin Wealth Management’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	$1.76M	Buy	48,146 +212	+0.4%	+$8.19K	0.4%	43
2025 Q4	$1.9M	Sell	47,934 -6,072	-11%	-$240K	0.28%	55
2025 Q3	$2.12M	Sell	54,006 -750	-1%	-$28.8K	0.33%	50
2025 Q2	$2.06M	Sell	54,756 -44,146	-45%	-$1.56M	0.37%	48
2025 Q1	$3.4M	Sell	98,902 -6,689	-6%	-$222K	0.68%	34
2024 Q4	$3.61M	Sell	105,591 -7,186	-6%	-$245K	0.75%	34
2024 Q3	$3.74M	Sell	112,777 -2,848	-2%	-$92.8K	0.82%	34
2024 Q2	$3.83M	Sell	115,625 -1,168	-1%	-$36.5K	0.9%	32
2024 Q1	$3.69M	Buy	116,793 +1,296	+1%	+$38.9K	0.91%	33
2023 Q4	$3.48M	Sell	115,497 -7,401	-6%	-$201K	0.93%	31
2023 Q3	$3.4M	Buy	+122,898	New	+$3.36M	1.05%	27

Other funds holding SPD

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

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

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

AFG

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

Austin Wealth Management's SPD Position: Q1 2026 in Review

Austin Wealth Management increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.44% in Q1 2026, buying an estimated $8.19K and bringing the position to 48,146 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #43.

Austin Wealth Management first reported a position in SPD in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q2 2024. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Austin Wealth Management held 48,146 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.76M as of Q1 2026.
Austin Wealth Management bought 212 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $8.19K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.4% of Austin Wealth Management's portfolio in Q1 2026, its #43 holding.
Austin Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2023 and has held it in 11 quarters since.
Austin Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $3.83M in Q2 2024.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.