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Integrated Wealth Concepts’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Integrated Wealth Concepts’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 		$2.19K Buy
+53
New +$2.13K ﹤0.01% 5323
2022
Q4 		– Sell
-352,244
Closed -$9.32M – 1069
2022
Q3 		$9.32M Buy
352,244
+44,805
+15% +$1.22M 0.3% 71
2022
Q2 		$8.14M Buy
307,439
+90,948
+42% +$2.61M 0.25% 87
2022
Q1 		$6.79M Buy
216,491
+59,220
+38% +$1.85M 0.21% 102
2021
Q4 		$5.23M Buy
157,271
+81,393
+107% +$2.62M 0.16% 117
2021
Q3 		$2.31M Buy
+75,878
New +$2.37M 0.08% 221

Other funds holding SPD

Commonwealth Equity Services
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
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
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
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

Integrated Wealth Concepts's SPD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 53 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #5323 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SPD as recently as Q3 2022.

Integrated Wealth Concepts first reported a position in SPD in Q3 2021 and has held it in 6 quarters since. The position peaked at $9.32M in Q3 2022. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Integrated Wealth Concepts held 53 shares of Simplify US Equity PLUS Downside Convexity ETF worth $2.19K as of Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5323 holding.
  • Integrated Wealth Concepts first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2021 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Simplify US Equity PLUS Downside Convexity ETF position peaked at $9.32M in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.