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Ethos Financial Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ethos Financial Group’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
2025
Q2 		– Sell
-218,903
Closed -$6.94M – 520
2025
Q1 		$6.94M Buy
218,903
+6,537
+3% +$217K 0.66% 42
2024
Q4 		$7.09M Buy
212,366
+150,079
+241% +$5.12M 0.92% 35
2024
Q3 		$2.08M Buy
+62,287
New +$2.03M 0.34% 54

Other funds holding SPD

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Ethos Financial Group's SPD Position: Q2 2025 in Review

Ethos Financial Group sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2025, closing a stake of 218,903 shares — an estimated $6.94M sold.

Ethos Financial Group first reported a position in SPD in Q3 2024 and held it in 3 quarters. The position peaked at $7.09M in Q4 2024. 43 funds tracked by Wall St. Rank hold SPD as of Q2 2025.

  • Ethos Financial Group reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 218,903 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2025, an estimated $6.94M.
  • Ethos Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2024 and held it in 3 quarters.
  • Ethos Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $7.09M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.