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Ridgepath Capital Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ridgepath Capital 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
Q1 		– Sell
-284,816
Closed -$9.5M – 50
2024
Q4 		$9.5M Buy
+284,816
New +$9.71M 4.38% 7
2024
Q3 		– Sell
-6,583
Closed -$213K – 47
2024
Q2 		$213K Sell
6,583
-6,687
-50% -$209K 0.21% 39
2024
Q1 		$413K Buy
+13,270
New +$398K 0.46% 28

Other funds holding SPD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 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
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Ridgepath Capital Management's SPD Position: Q1 2025 in Review

Ridgepath Capital Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2025, closing a stake of 284,816 shares — an estimated $9.5M sold.

Ridgepath Capital Management first reported a position in SPD in Q1 2024 and held it in 3 quarters. The position peaked at $9.5M in Q4 2024. 40 funds tracked by Wall St. Rank hold SPD as of Q1 2025.

  • Ridgepath Capital Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2025 after selling out during the quarter.
  • Ridgepath Capital Management sold 284,816 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2025, an estimated $9.5M.
  • Ridgepath Capital Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2024 and held it in 3 quarters.
  • Ridgepath Capital Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $9.5M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2025.

Based on Ridgepath Capital Management's 13F filing for Q1 2025, filed 17 Jun 2025.