TAP
SPD icon

Tounjian Advisory Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Tounjian Advisory Partners’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 		$324K Buy
+7,806
New +$314K 0.14% 86

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

Tounjian Advisory Partners's SPD Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 7,806 shares worth $324K. The stake represents 0.14% of the portfolio and ranks #86 among its holdings.

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

  • Tounjian Advisory Partners held 7,806 shares of Simplify US Equity PLUS Downside Convexity ETF worth $324K as of Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Tounjian Advisory Partners position in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.14% of Tounjian Advisory Partners's portfolio in Q2 2026, its #86 holding.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.