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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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Ironsides Asset Advisors's SPD Position: Q1 2026 in Review

Ironsides Asset Advisors increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 11% in Q1 2026, buying an estimated $425K and bringing the position to 115,605 shares worth $4.2M. The position accounts for 1.05% of the portfolio, ranked #21.

Ironsides Asset Advisors first reported a position in SPD in Q4 2022 and has held it in 14 quarters since. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Ironsides Asset Advisors held 115,605 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.2M as of Q1 2026.
  • Ironsides Asset Advisors bought 10,994 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $425K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 1.05% of Ironsides Asset Advisors's portfolio in Q1 2026, its #21 holding.
  • Ironsides Asset Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and has held it in 14 quarters since.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Ironsides Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.