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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return