Authentikos Wealth Advisory’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Authentikos Wealth Advisory’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	$7.21M	Buy	198,213 +7,588	+4%	+$293K	4.87%	4
2025 Q4	$7.48M	Sell	190,625 -3,616	-2%	-$143K	4.95%	6
2025 Q3	$7.67M	Sell	194,241 -1,346	-0.7%	-$51.6K	5.07%	6
2025 Q2	$7.44M	Sell	195,587 -31,209	-14%	-$1.1M	5.17%	6
2025 Q1	$7.02M	Buy	226,796 +219,117	+2,853%	+$7.28M	5.48%	7
2024 Q4	$256K	Sell	7,679 -121	-2%	-$4.13K	0.25%	66
2024 Q3	$261K	Buy	+7,800	New	+$254K	0.25%	62

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

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

AFG

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

Authentikos Wealth Advisory's SPD Position: Q1 2026 in Review

Authentikos Wealth Advisory increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 4% in Q1 2026, buying an estimated $293K and bringing the position to 198,213 shares worth $7.21M. The position accounts for 4.87% of the portfolio, ranked #4.

Authentikos Wealth Advisory first reported a position in SPD in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.67M in Q3 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Authentikos Wealth Advisory held 198,213 shares of Simplify US Equity PLUS Downside Convexity ETF worth $7.21M as of Q1 2026.
Authentikos Wealth Advisory bought 7,588 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $293K.
Simplify US Equity PLUS Downside Convexity ETF made up 4.87% of Authentikos Wealth Advisory's portfolio in Q1 2026, its #4 holding.
Authentikos Wealth Advisory first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2024 and has held it in 7 quarters since.
Authentikos Wealth Advisory's Simplify US Equity PLUS Downside Convexity ETF position peaked at $7.67M in Q3 2025.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2026, filed 7 May 2026.