EWM
SPD icon

Evolution Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Evolution Wealth 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
Q1 		$4.76M Buy
130,790
+15,984
+14% +$617K 3.48% 4
2025
Q4 		$4.51M Buy
114,806
+14,749
+15% +$583K 3.73% 4
2025
Q3 		$3.95M Buy
100,057
+5,307
+6% +$204K 4.06% 3
2025
Q2 		$3.6M Buy
+94,750
New +$3.35M 4.44% 3

Other funds holding SPD

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

Evolution Wealth Management's SPD Position: Q1 2026 in Review

Evolution Wealth Management increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 14% in Q1 2026, buying an estimated $617K and bringing the position to 130,790 shares worth $4.76M. The position accounts for 3.48% of the portfolio, ranked #4.

Evolution Wealth Management first reported a position in SPD in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Evolution Wealth Management held 130,790 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.76M as of Q1 2026.
  • Evolution Wealth Management bought 15,984 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $617K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 3.48% of Evolution Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Evolution Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.