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O'Shaughnessy Asset Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

O'Shaughnessy Asset 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
Q2 		$515K Buy
+12,417
New +$500K ﹤0.01% 1586

Other funds holding SPD

Commonwealth Equity Services
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
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return
LPL Financial
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

O'Shaughnessy Asset Management's SPD Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 12,417 shares worth $515K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings.

46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • O'Shaughnessy Asset Management held 12,417 shares of Simplify US Equity PLUS Downside Convexity ETF worth $515K as of Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1586 holding.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.