Pathway Financial Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Pathway Financial Advisors’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	–	Sell	-7,090	Closed	-$283K	–	148
2025 Q4	$283K	Sell	7,090 -25	-0.4%	-$988	0.04%	120
2025 Q3	$281K	Hold	7,115	–	–	0.04%	117
2025 Q2	$270K	Hold	7,115	–	–	0.04%	113
2025 Q1	$220K	Hold	7,115	–	–	0.04%	154
2024 Q4	$237K	Hold	7,115	–	–	0.05%	144
2024 Q3	$238K	Hold	7,115	–	–	0.06%	145
2024 Q2	$230K	Hold	7,115	–	–	0.06%	144
2024 Q1	$221K	Hold	7,115	–	–	0.06%	154
2023 Q4	$204K	Buy	+7,115	New	+$193K	0.06%	155
2023 Q1	–	Sell	-12,875	Closed	-$312K	–	136
2022 Q4	$312K	Hold	12,875	–	–	0.1%	91
2022 Q3	$341K	Hold	12,875	–	–	0.12%	84
2022 Q2	$341K	Hold	12,875	–	–	0.14%	82
2022 Q1	$404K	Buy	12,875 +870	+7%	+$27.1K	0.15%	79
2021 Q4	$379K	Buy	+12,005	New	+$386K	0.14%	82

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Pathway Financial Advisors's SPD Position: Q1 2026 in Review

Pathway Financial Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2026, closing a stake of 7,090 shares — an estimated $283K sold.

Pathway Financial Advisors first reported a position in SPD in Q4 2021 and held it in 14 quarters. The position peaked at $404K in Q1 2022. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Pathway Financial Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2026 after selling out during the quarter.
Pathway Financial Advisors sold 7,090 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $283K.
Pathway Financial Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 14 quarters.
Pathway Financial Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $404K in Q1 2022.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Pathway Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.