IFG Advisory’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

IFG Advisory’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	$117K	Buy	+2,817	New	+$113K	﹤0.01%	1026

Other funds holding SPD

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Independent Wealth Advisors Cary, North Carolina $111M AUM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

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

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

IFG Advisory's SPD Position: Q2 2026 in Review

IFG Advisory opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 2,817 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

IFG Advisory held 2,817 shares of Simplify US Equity PLUS Downside Convexity ETF worth $117K as of Q2 2026.
Simplify US Equity PLUS Downside Convexity ETF was a new IFG Advisory position in Q2 2026.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1026 holding.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.