IWMO
SPD icon

Integrated Wealth Management (Ohio)’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Integrated Wealth Management (Ohio)’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 		$376K Buy
9,071
+260
+3% +$10.5K 0.4% 60
2026
Q1 		$320K Sell
8,811
-229
-3% -$8.84K 0.37% 74
2025
Q4 		$355K Buy
+9,040
New +$357K 0.4% 65

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 Management (Ohio)'s SPD Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 3% in Q2 2026, buying an estimated $10.5K and bringing the position to 9,071 shares worth $376K. The position accounts for 0.4% of the portfolio, ranked #60.

Integrated Wealth Management (Ohio) 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.

  • Integrated Wealth Management (Ohio) held 9,071 shares of Simplify US Equity PLUS Downside Convexity ETF worth $376K as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 260 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $10.5K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.4% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #60 holding.
  • Integrated Wealth Management (Ohio) 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 Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.