CAWM
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Capital A Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Capital A 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
Q2 		$287 Buy
+10
New +$353 ﹤0.01% 406
2025
Q1 		– Sell
-493
Closed -$16.5K – 887
2024
Q4 		$16.5K Buy
+493
New +$16.8K 0.03% 254

Other funds holding SPD

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 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 $3.84B AUM 30.73% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Capital A Wealth Management's SPD Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2025: 10 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in SPD as recently as Q4 2024.

Capital A Wealth Management first reported a position in SPD in Q4 2024 and has held it in 2 quarters since. The position peaked at $16.5K in Q4 2024. 43 funds tracked by Wall St. Rank hold SPD as of Q2 2025.

  • Capital A Wealth Management held 10 shares of Simplify US Equity PLUS Downside Convexity ETF worth $287 as of Q2 2025.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Capital A Wealth Management position in Q2 2025.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #406 holding.
  • Capital A Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 2 quarters since.
  • Capital A Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $16.5K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.