MWM
SPD icon

McCartney Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

McCartney 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
2026
Q1 		$395K Sell
10,858
-1,850
-15% -$71.4K 0.33% 43
2025
Q4 		$499K Buy
+12,708
New +$502K 0.43% 41

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
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

McCartney Wealth Management's SPD Position: Q1 2026 in Review

McCartney Wealth Management reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 15% in Q1 2026, selling an estimated $71.4K and leaving 10,858 shares worth $395K. The position accounts for 0.33% of the portfolio, ranked #43.

McCartney Wealth Management first reported a position in SPD in Q4 2025 and has held it in 2 quarters since. The position peaked at $499K in Q4 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • McCartney Wealth Management held 10,858 shares of Simplify US Equity PLUS Downside Convexity ETF worth $395K as of Q1 2026.
  • McCartney Wealth Management sold 1,850 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $71.4K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.33% of McCartney Wealth Management's portfolio in Q1 2026, its #43 holding.
  • McCartney Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 2 quarters since.
  • McCartney Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $499K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on McCartney Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.