Carson Wealth (CWM LLC)
SPD icon

Carson Wealth (CWM LLC)’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Carson Wealth (CWM LLC)’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 		$48.7K Sell
1,340
-42,246
-97% -$1.63M ﹤0.01% 3832
2025
Q4 		$1.71M Buy
43,586
+13,103
+43% +$518K ﹤0.01% 1215
2025
Q3 		$1.2M Buy
30,483
+29,643
+3,529% +$1.14M ﹤0.01% 1305
2025
Q2 		$32K Buy
840
+59
+8% +$2.08K ﹤0.01% 3620
2025
Q1 		$24K Hold
781
– – ﹤0.01% 3544
2024
Q4 		$26K Sell
781
-101
-11% -$3.44K ﹤0.01% 3264
2024
Q3 		$30K Sell
882
-133
-13% -$4.33K ﹤0.01% 3100
2024
Q2 		$33K Buy
1,015
+6
+0.6% +$188 ﹤0.01% 2779
2024
Q1 		$31K Sell
1,009
-197
-16% -$5.91K ﹤0.01% 2628
2023
Q4 		$35K Sell
1,206
-545
-31% -$14.8K ﹤0.01% 2400
2023
Q3 		$46K Sell
1,751
-287,427
-99% -$7.87M ﹤0.01% 2118
2023
Q2 		$7.9M Buy
289,178
+41,218
+17% +$1.08M 0.05% 268
2023
Q1 		$6.34M Buy
247,960
+24,858
+11% +$625K 0.04% 280
2022
Q4 		$5.41M Buy
223,102
+48,792
+28% +$1.23M 0.04% 290
2022
Q3 		$4.61M Buy
174,310
+35,455
+26% +$964K 0.04% 294
2022
Q2 		$3.67M Buy
+138,855
New +$3.98M 0.03% 331

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 97% in Q1 2026, selling an estimated $1.63M and leaving 1,340 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Carson Wealth (CWM LLC) first reported a position in SPD in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.9M in Q2 2023. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,340 shares of Simplify US Equity PLUS Downside Convexity ETF worth $48.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 42,246 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $1.63M.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3832 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Simplify US Equity PLUS Downside Convexity ETF position peaked at $7.9M in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.