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 Q2	$5.63M	Buy	135,699 +4,909	+4%	+$198K	3.31%	4
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 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evolution Wealth Management's SPD Position: Q2 2026 in Review

Evolution Wealth Management increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 3.8% in Q2 2026, buying an estimated $198K and bringing the position to 135,699 shares worth $5.63M. The position accounts for 3.31% of the portfolio, ranked #4.

Evolution Wealth Management first reported a position in SPD in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Evolution Wealth Management held 135,699 shares of Simplify US Equity PLUS Downside Convexity ETF worth $5.63M as of Q2 2026.
Evolution Wealth Management bought 4,909 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $198K.
Simplify US Equity PLUS Downside Convexity ETF made up 3.31% of Evolution Wealth Management's portfolio in Q2 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 5 quarters since.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.