Envestnet Asset Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Envestnet Asset 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
2026 Q2	$202K	Buy	+4,862	New	+$196K	﹤0.01%	4643
2023 Q4	–	Sell	-15,228	Closed	-$399K	–	4156
2023 Q3	$399K	Sell	15,228 -14,981	-50%	-$410K	﹤0.01%	3369
2023 Q2	$825K	Buy	30,209 +3,970	+15%	+$104K	﹤0.01%	2889
2023 Q1	$671K	Buy	26,239 +1,512	+6%	+$38K	﹤0.01%	2950
2022 Q4	$600K	Sell	24,727 -561,964	-96%	-$14.2M	﹤0.01%	2988
2022 Q3	$15.5M	Sell	586,691 -27,192	-4%	-$739K	0.01%	913
2022 Q2	$16.2M	Sell	613,883 -108,198	-15%	-$3.1M	0.01%	892
2022 Q1	$22.6M	Sell	722,081 -223,252	-24%	-$6.96M	0.01%	793
2021 Q4	$31.4M	Buy	945,333 +167,259	+21%	+$5.38M	0.02%	656
2021 Q3	$23.7M	Buy	778,074 +74,012	+11%	+$2.31M	0.01%	724
2021 Q2	$21.3M	Buy	704,062 +10,164	+1%	+$301K	0.01%	759
2021 Q1	$19.6M	Buy	693,898 +565,031	+438%	+$15.6M	0.01%	722
2020 Q4	$3.47M	Buy	+128,867	New	+$3.3M	﹤0.01%	1452

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Envestnet Asset Management's SPD Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 4,862 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #4643 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in SPD as recently as Q3 2023.

Envestnet Asset Management first reported a position in SPD in Q4 2020 and has held it in 13 quarters since. The position peaked at $31.4M in Q4 2021. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Envestnet Asset Management held 4,862 shares of Simplify US Equity PLUS Downside Convexity ETF worth $202K as of Q2 2026.
Simplify US Equity PLUS Downside Convexity ETF was a new Envestnet Asset Management position in Q2 2026.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4643 holding.
Envestnet Asset Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2020 and has held it in 13 quarters since.
Envestnet Asset Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $31.4M in Q4 2021.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.