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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $102M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

IAA

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

AWM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SPIA

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

AFG

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

Commonwealth Equity Services's SPD Position: Q1 2026 in Review

Commonwealth Equity Services increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 13% in Q1 2026, buying an estimated $1.29M and bringing the position to 288,992 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #867.

Commonwealth Equity Services first reported a position in SPD in Q3 2021 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Commonwealth Equity Services held 288,992 shares of Simplify US Equity PLUS Downside Convexity ETF worth $10.5M as of Q1 2026.
Commonwealth Equity Services bought 33,514 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $1.29M.
Simplify US Equity PLUS Downside Convexity ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #867 holding.
Commonwealth Equity Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and has held it in 12 quarters since.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.