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

Axxcess 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
2025 Q1	–	Sell	-284,816	Closed	-$9.5M	–	925
2024 Q4	$9.5M	Buy	+284,816	New	+$9.71M	0.23%	80
2024 Q3	–	Sell	-388,428	Closed	-$12.6M	–	942
2024 Q2	$12.6M	Sell	388,428 -1,850	-0.5%	-$57.9K	0.33%	58
2024 Q1	$12.1M	Buy	390,278 +41,682	+12%	+$1.25M	0.33%	60
2023 Q4	$10M	Sell	348,596 -135,616	-28%	-$3.68M	0.29%	79
2023 Q3	$12.7M	Buy	484,212 +281,027	+138%	+$7.69M	0.43%	50
2023 Q2	$5.55M	Buy	+203,185	New	+$5.31M	0.4%	59

Other funds holding SPD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

AFG

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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Axxcess Wealth Management's SPD Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2025, closing a stake of 284,816 shares — an estimated $9.5M sold.

Axxcess Wealth Management first reported a position in SPD in Q2 2023 and held it in 6 quarters. The position peaked at $12.7M in Q3 2023. 40 funds tracked by Wall St. Rank hold SPD as of Q1 2025.

Axxcess Wealth Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 284,816 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2025, an estimated $9.5M.
Axxcess Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2023 and held it in 6 quarters.
Axxcess Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $12.7M in Q3 2023.
40 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.