Commonwealth Equity Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Commonwealth Equity Services’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	$11.9M	Sell	287,930 -1,062	-0.4%	-$42.8K	0.02%	848
2026 Q1	$10.5M	Buy	288,992 +33,514	+13%	+$1.29M	0.01%	867
2025 Q4	$10M	Buy	255,478 +9,923	+4%	+$392K	0.01%	887
2025 Q3	$9.7M	Buy	245,555 +101,573	+71%	+$3.9M	0.01%	932
2025 Q2	$5.47M	Buy	143,982 +24,706	+21%	+$872K	0.01%	1265
2025 Q1	$3.69M	Buy	119,276 +5,518	+5%	+$183K	0.01%	1485
2024 Q4	$3.8M	Buy	113,758 +51,515	+83%	+$1.76M	0.01%	1423
2024 Q3	$2.08M	Buy	62,243 +8,327	+15%	+$271K	﹤0.01%	1776
2024 Q2	$1.74M	Buy	+53,916	New	+$1.69M	﹤0.01%	1879
2022 Q4	–	Sell	-14,462	Closed	-$382K	–	3785
2022 Q3	$382K	Sell	14,462 -111,725	-89%	-$3.04M	﹤0.01%	2628
2022 Q2	$3.34M	Sell	126,187 -21,956	-15%	-$630K	0.01%	1118
2022 Q1	$4.64M	Buy	+148,143	New	+$4.62M	0.01%	983
2021 Q4	–	Sell	-45,034	Closed	-$1.37M	–	3724
2021 Q3	$1.37M	Buy	+45,034	New	+$1.4M	﹤0.01%	1693

Other funds holding SPD

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

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

Commonwealth Equity Services's SPD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.37% in Q2 2026, selling an estimated $42.8K and leaving 287,930 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #848.

Commonwealth Equity Services first reported a position in SPD in Q3 2021 and has held it in 13 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Commonwealth Equity Services held 287,930 shares of Simplify US Equity PLUS Downside Convexity ETF worth $11.9M as of Q2 2026.
Commonwealth Equity Services sold 1,062 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $42.8K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #848 holding.
Commonwealth Equity Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and has held it in 13 quarters since.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.