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Park Square Financial Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-280
Closed -$10.6K – 846
2025
Q2 		$10.6K Buy
280
+268
+2,233% +$9.46K 0.01% 581
2025
Q1 		$371 Sell
12
-144
-92% -$4.79K ﹤0.01% 938
2024
Q4 		$5.21K Buy
+156
New +$5.32K ﹤0.01% 697

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Park Square Financial Group's SPD Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2025, closing a stake of 280 shares — an estimated $10.6K sold.

Park Square Financial Group first reported a position in SPD in Q4 2024 and held it in 3 quarters. The position peaked at $10.6K in Q2 2025. 40 funds tracked by Wall St. Rank hold SPD as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 280 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2025, an estimated $10.6K.
  • Park Square Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $10.6K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.