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 Q2	$7.51M	Sell	180,995 -17,218	-9%	-$693K	4.79%	6
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 $79.5B AUM 27.1% 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

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

Authentikos Wealth Advisory's SPD Position: Q2 2026 in Review

Authentikos Wealth Advisory reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 8.7% in Q2 2026, selling an estimated $693K and leaving 180,995 shares worth $7.51M. The position accounts for 4.79% of the portfolio, ranked #6.

Authentikos Wealth Advisory first reported a position in SPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.67M in Q3 2025. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Authentikos Wealth Advisory held 180,995 shares of Simplify US Equity PLUS Downside Convexity ETF worth $7.51M as of Q2 2026.
Authentikos Wealth Advisory sold 17,218 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $693K.
Simplify US Equity PLUS Downside Convexity ETF made up 4.79% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #6 holding.
Authentikos Wealth Advisory first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2024 and has held it in 8 quarters since.
Authentikos Wealth Advisory's Simplify US Equity PLUS Downside Convexity ETF position peaked at $7.67M in Q3 2025.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.