HighTower Advisors
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HighTower Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

HighTower Advisors’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 		– Sell
-5,119
Closed -$201K – 3928
2025
Q4 		$201K Sell
5,119
-552
-10% -$21.8K ﹤0.01% 3377
2025
Q3 		$224K Buy
+5,671
New +$218K ﹤0.01% 3273
2025
Q2 		– Sell
-468,920
Closed -$14.5M – 3963
2025
Q1 		$14.5M Sell
468,920
-59,291
-11% -$1.97M 0.02% 636
2024
Q4 		$17.6M Buy
528,211
+49,159
+10% +$1.68M 0.02% 562
2024
Q3 		$16M Buy
479,052
+213,705
+81% +$6.96M 0.02% 580
2024
Q2 		$8.57M Buy
+265,347
New +$8.3M 0.01% 782
2024
Q1 		– Sell
-23,428
Closed -$674K – 3970
2023
Q4 		$674K Sell
23,428
-4,373
-16% -$119K ﹤0.01% 2106
2023
Q3 		$730K Sell
27,801
-13,350
-32% -$365K ﹤0.01% 1966
2023
Q2 		$1.13M Sell
41,151
-76,597
-65% -$2M ﹤0.01% 1691
2023
Q1 		$3.01M Sell
117,748
-627,456
-84% -$15.8M 0.01% 1082
2022
Q4 		$18.1M Buy
745,204
+269,887
+57% +$6.81M 0.04% 423
2022
Q3 		$12.6M Sell
475,317
-80,070
-14% -$2.18M 0.03% 486
2022
Q2 		$14.7M Buy
555,387
+48,993
+10% +$1.41M 0.04% 433
2022
Q1 		$15.9M Sell
506,394
-392,351
-44% -$12.2M 0.04% 458
2021
Q4 		$29.9M Buy
898,745
+201,784
+29% +$6.49M 0.07% 287
2021
Q3 		$21.2M Buy
696,961
+60,241
+9% +$1.88M 0.06% 330
2021
Q2 		$19.3M Buy
636,720
+192,789
+43% +$5.72M 0.06% 321
2021
Q1 		$12.5M Buy
443,931
+134,767
+44% +$3.72M 0.04% 412
2020
Q4 		$8.31M Buy
+309,164
New +$7.92M 0.03% 430

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
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
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

HighTower Advisors's SPD Position: Q1 2026 in Review

HighTower Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2026, closing a stake of 5,119 shares — an estimated $201K sold.

HighTower Advisors first reported a position in SPD in Q4 2020 and held it in 19 quarters. The position peaked at $29.9M in Q4 2021. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • HighTower Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 5,119 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $201K.
  • HighTower Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2020 and held it in 19 quarters.
  • HighTower Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $29.9M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.