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

IFP 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 		$5.38K Hold
148
– – ﹤0.01% 3478
2025
Q4 		$5.81K Buy
148
+1
+0.7% +$40 ﹤0.01% 3339
2025
Q3 		$5.81K Hold
147
– – ﹤0.01% 3162
2025
Q2 		$5.6K Hold
147
– – ﹤0.01% 3294
2025
Q1 		$4.54K Hold
147
– – ﹤0.01% 2880
2024
Q4 		$4.89K Buy
147
+1
+0.7% +$34 ﹤0.01% 2803
2024
Q3 		$4.89K Sell
146
-145
-50% -$4.73K ﹤0.01% 2674
2024
Q2 		$9.41K Sell
291
-676
-70% -$21.2K ﹤0.01% 2364
2024
Q1 		$30.1K Sell
967
-1,425
-60% -$42.8K ﹤0.01% 1791
2023
Q4 		$68.7K Sell
2,392
-3,511
-59% -$95.4K ﹤0.01% 1410
2023
Q3 		$155K Sell
5,903
-273
-4% -$7.47K 0.01% 1084
2023
Q2 		$169K Sell
6,176
-111,895
-95% -$2.93M 0.01% 1108
2023
Q1 		$2.93M Sell
118,071
-136,048
-54% -$3.42M 0.13% 163
2022
Q4 		$6.31M Sell
254,119
-10,588
-4% -$267K 0.17% 113
2022
Q3 		$6.57M Buy
264,707
+115,120
+77% +$3.13M 0.17% 114
2022
Q2 		$3.71M Hold
149,587
– – 0.12% 193
2022
Q1 		$3.71M Buy
149,587
+122,081
+444% +$3.8M 0.12% 193
2021
Q4 		$915K Buy
27,506
+8,026
+41% +$258K 0.02% 426
2021
Q3 		$593K Buy
19,480
+6,657
+52% +$208K 0.01% 537
2021
Q2 		$387K Buy
12,823
+1,370
+12% +$40.6K 0.01% 625
2021
Q1 		$323K Sell
11,453
-16,526
-59% -$456K 0.01% 656
2020
Q4 		$750K Buy
+27,979
New +$716K 0.03% 403

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

IFP Advisors's SPD Position: Q1 2026 in Review

IFP Advisors held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 148 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3478.

IFP Advisors first reported a position in SPD in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.57M in Q3 2022. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • IFP Advisors held 148 shares of Simplify US Equity PLUS Downside Convexity ETF worth $5.38K as of Q1 2026.
  • IFP Advisors left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q1 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3478 holding.
  • IFP Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2020 and has held it in 22 quarters since.
  • IFP Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $6.57M in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.