LRWM
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Lord & Richards Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-29
Closed -$897 – 147
2025
Q1 		$897 Buy
+29
New +$964 ﹤0.01% 168

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Lord & Richards Wealth Management's SPD Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2025, closing a stake of 29 shares — an estimated $897 sold.

Lord & Richards Wealth Management first reported a position in SPD in Q1 2025 and held it in 1 quarter. The position peaked at $897 in Q1 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 29 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2025, an estimated $897.
  • Lord & Richards Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $897 in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.