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

Insigneo Advisory Services’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	$590K	Hold	16,220	–	–	0.04%	337
2025 Q4	$637K	Hold	16,220	–	–	0.05%	306
2025 Q3	$641K	Sell	16,220 -53	-0.3%	-$2.03K	0.05%	304
2025 Q2	$619K	Hold	16,273	–	–	0.05%	285
2025 Q1	$503K	Hold	16,273	–	–	0.05%	304
2024 Q4	$543K	Buy	16,273 +6,370	+64%	+$217K	0.06%	275
2024 Q3	$331K	Hold	9,903	–	–	0.03%	419
2024 Q2	$319K	Sell	9,903 -9,848	-50%	-$308K	0.04%	393
2024 Q1	$614K	Sell	19,751 -3,991	-17%	-$120K	0.07%	230
2023 Q4	$682K	Hold	23,742	–	–	0.1%	195
2023 Q3	$623K	Hold	23,742	–	–	0.13%	157
2023 Q2	$653K	Hold	23,742	–	–	0.13%	156
2023 Q1	$607K	Sell	23,742 -8,210	-26%	-$206K	0.19%	105
2022 Q4	$775K	Buy	+31,952	New	+$806K	0.29%	72

Other funds holding SPD

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

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

Insigneo Advisory Services's SPD Position: Q1 2026 in Review

Insigneo Advisory Services held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q1 2026 at 16,220 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #337.

Insigneo Advisory Services first reported a position in SPD in Q4 2022 and has held it in 14 quarters since. The position peaked at $775K in Q4 2022. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Insigneo Advisory Services held 16,220 shares of Simplify US Equity PLUS Downside Convexity ETF worth $590K as of Q1 2026.
Insigneo Advisory Services left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q1 2026.
Simplify US Equity PLUS Downside Convexity ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #337 holding.
Insigneo Advisory Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Simplify US Equity PLUS Downside Convexity ETF position peaked at $775K in Q4 2022.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.