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

Lloyd 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	$68.6K	Sell	1,885 -45,760	-96%	-$1.77M	0.02%	238
2025 Q4	$1.87M	Buy	47,645 +2,953	+7%	+$117K	0.73%	22
2025 Q3	$1.77M	Sell	44,692 -1,092	-2%	-$41.9K	0.83%	23
2025 Q2	$1.74M	Buy	+45,784	New	+$1.62M	0.84%	26
2025 Q1	–	Sell	-48,636	Closed	-$1.62M	–	114
2024 Q4	$1.62M	Sell	48,636 -2,660	-5%	-$90.7K	0.77%	29
2024 Q3	$1.72M	Sell	51,296 -50	-0.1%	-$1.63K	0.83%	25
2024 Q2	$1.66M	Buy	+51,346	New	+$1.61M	0.78%	27
2024 Q1	–	Sell	-48,540	Closed	-$1.39M	–	174
2023 Q4	$1.39M	Buy	+48,540	New	+$1.32M	0.66%	35

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

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

Lloyd Advisory Services reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 96% in Q1 2026, selling an estimated $1.77M and leaving 1,885 shares worth $68.6K. The position accounts for 0.02% of the portfolio, ranked #238.

Lloyd Advisory Services first reported a position in SPD in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Lloyd Advisory Services held 1,885 shares of Simplify US Equity PLUS Downside Convexity ETF worth $68.6K as of Q1 2026.
Lloyd Advisory Services sold 45,760 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $1.77M.
Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #238 holding.
Lloyd Advisory Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and has held it in 8 quarters since.
Lloyd Advisory Services's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.87M in Q4 2025.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

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