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 Q2	$2.17M	Buy	52,668 +4,522	+9%	+$182K	0.46%	39
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 $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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Austin Wealth Management's SPD Position: Q2 2026 in Review

Austin Wealth Management increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 9.4% in Q2 2026, buying an estimated $182K and bringing the position to 52,668 shares worth $2.17M. The position accounts for 0.46% of the portfolio, ranked #39.

Austin Wealth Management first reported a position in SPD in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q2 2024. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Austin Wealth Management held 52,668 shares of Simplify US Equity PLUS Downside Convexity ETF worth $2.17M as of Q2 2026.
Austin Wealth Management bought 4,522 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $182K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.46% of Austin Wealth Management's portfolio in Q2 2026, its #39 holding.
Austin Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $3.83M in Q2 2024.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.