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

Independent Wealth 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 Q2	$6.21M	Buy	149,614 +730	+0.5%	+$29.4K	5.62%	4
2026 Q1	$5.41M	Buy	148,884 +5,613	+4%	+$217K	5.32%	5
2025 Q4	$5.62M	Buy	+143,271	New	+$5.66M	5.87%	4

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

EWM

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

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

Independent Wealth Advisors's SPD Position: Q2 2026 in Review

Independent Wealth Advisors increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.49% in Q2 2026, buying an estimated $29.4K and bringing the position to 149,614 shares worth $6.21M. The position accounts for 5.62% of the portfolio, ranked #4.

Independent Wealth Advisors first reported a position in SPD in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Independent Wealth Advisors held 149,614 shares of Simplify US Equity PLUS Downside Convexity ETF worth $6.21M as of Q2 2026.
Independent Wealth Advisors bought 730 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $29.4K.
Simplify US Equity PLUS Downside Convexity ETF made up 5.62% of Independent Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Independent Wealth Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 3 quarters since.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.