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

EntreWealth’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	$531K	Buy	+14,606	New	+$564K	0.24%	65

Other funds holding SPD

Commonwealth Equity Services

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

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

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

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

Independent Wealth Advisors Cary, North Carolina $102M AUM

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

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

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

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

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

EntreWealth's SPD Position: Q1 2026 in Review

EntreWealth opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2026: 14,606 shares worth $531K. The stake represents 0.24% of the portfolio and ranks #65 among its holdings.

43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

EntreWealth held 14,606 shares of Simplify US Equity PLUS Downside Convexity ETF worth $531K as of Q1 2026.
Simplify US Equity PLUS Downside Convexity ETF was a new EntreWealth position in Q1 2026.
Simplify US Equity PLUS Downside Convexity ETF made up 0.24% of EntreWealth's portfolio in Q1 2026, its #65 holding.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.