Ironsides Asset Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ironsides Asset 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	$4.8M	Buy	115,625 +20	+0%	+$805	1.12%	19
2026 Q1	$4.2M	Buy	115,605 +10,994	+11%	+$425K	1.05%	21
2025 Q4	$4.11M	Buy	104,611 +18,772	+22%	+$742K	1.04%	20
2025 Q3	$3.39M	Buy	85,839 +2,517	+3%	+$96.5K	0.87%	19
2025 Q2	$3.17M	Buy	83,322 +589	+0.7%	+$20.8K	0.92%	19
2025 Q1	$2.56M	Buy	82,733 +3,600	+5%	+$120K	0.75%	21
2024 Q4	$2.64M	Buy	79,133 +18,050	+30%	+$616K	0.76%	19
2024 Q3	$2.04M	Buy	61,083 +17,800	+41%	+$580K	0.59%	19
2024 Q2	$1.4M	Buy	43,283 +4,450	+11%	+$139K	0.47%	20
2024 Q1	$1.21M	Buy	38,833 +4,295	+12%	+$129K	0.41%	22
2023 Q4	$992K	Sell	34,538 -6,782	-16%	-$184K	0.43%	21
2023 Q3	$1.08M	Buy	41,320 +2,000	+5%	+$54.7K	0.49%	19
2023 Q2	$1.08M	Buy	39,320 +22,495	+134%	+$588K	0.46%	18
2023 Q1	$430K	Hold	16,825	–	–	0.2%	44
2022 Q4	$408K	Buy	+16,825	New	+$424K	0.19%	45

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

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 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

Ironsides Asset Advisors's SPD Position: Q2 2026 in Review

Ironsides Asset Advisors increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.02% in Q2 2026, buying an estimated $805 and bringing the position to 115,625 shares worth $4.8M. The position accounts for 1.12% of the portfolio, ranked #19.

Ironsides Asset Advisors first reported a position in SPD in Q4 2022 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Ironsides Asset Advisors held 115,625 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.8M as of Q2 2026.
Ironsides Asset Advisors bought 20 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $805.
Simplify US Equity PLUS Downside Convexity ETF made up 1.12% of Ironsides Asset Advisors's portfolio in Q2 2026, its #19 holding.
Ironsides Asset Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and has held it in 15 quarters since.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.