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Great Lakes Retirement’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Great Lakes Retirement’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
Q4 		– Sell
-5,235
Closed -$207K – 227
2025
Q3 		$207K Buy
+5,235
New +$201K 0.02% 194
2025
Q1 		– Sell
-10,059
Closed -$336K – 219
2024
Q4 		$336K Sell
10,059
-620
-6% -$21.1K 0.04% 185
2024
Q3 		$357K Sell
10,679
-247
-2% -$8.05K 0.05% 183
2024
Q2 		$353K Sell
10,926
-1,191
-10% -$37.3K 0.05% 178
2024
Q1 		$377K Sell
12,117
-793
-6% -$23.8K 0.06% 181
2023
Q4 		$371K Buy
+12,910
New +$351K 0.06% 183

Other funds holding SPD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $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 $399M AUM 13.99% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Great Lakes Retirement's SPD Position: Q4 2025 in Review

Great Lakes Retirement sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2025, closing a stake of 5,235 shares — an estimated $207K sold.

Great Lakes Retirement first reported a position in SPD in Q4 2023 and held it in 6 quarters. The position peaked at $377K in Q1 2024. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2025.

  • Great Lakes Retirement reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 5,235 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2025, an estimated $207K.
  • Great Lakes Retirement first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and held it in 6 quarters.
  • Great Lakes Retirement's Simplify US Equity PLUS Downside Convexity ETF position peaked at $377K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2025.

Based on Great Lakes Retirement's 13F filing for Q4 2025, filed 12 Feb 2026.