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Rothschild Investment LLC’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Rothschild Investment LLC’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 		$9.58K Hold
231
– – ﹤0.01% 1904
2026
Q1 		$8.4K Hold
231
– – ﹤0.01% 1776
2025
Q4 		$9.07K Hold
231
– – ﹤0.01% 1606
2025
Q3 		$9.13K Hold
231
– – ﹤0.01% 1477
2025
Q2 		$8.78K Hold
231
– – ﹤0.01% 1266
2025
Q1 		$7.14K Hold
231
– – ﹤0.01% 1281
2024
Q4 		$7.71K Hold
231
– – ﹤0.01% 1211
2024
Q3 		$7.73K Hold
231
– – ﹤0.01% 1178
2024
Q2 		$7.47K Hold
231
– – ﹤0.01% 1151
2024
Q1 		$7.18K Hold
231
– – ﹤0.01% 1097
2023
Q4 		$6.64K Buy
+231
New +$6.27K ﹤0.01% 1044

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rothschild Investment LLC's SPD Position: Q2 2026 in Review

Rothschild Investment LLC held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q2 2026 at 231 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Rothschild Investment LLC first reported a position in SPD in Q4 2023 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Rothschild Investment LLC held 231 shares of Simplify US Equity PLUS Downside Convexity ETF worth $9.58K as of Q2 2026.
  • Rothschild Investment LLC left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1904 holding.
  • Rothschild Investment LLC first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and has held it in 11 quarters since.
  • 44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.