UBS Group
SPD icon

UBS Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

UBS 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
2026
Q2 		$4.77K Buy
115
+33
+40% +$1.33K ﹤0.01% 9007
2026
Q1 		$2.98K Buy
+82
New +$3.17K ﹤0.01% 9165
2025
Q3 		– Sell
-122
Closed -$4.64K – 10884
2025
Q2 		$4.64K Sell
122
-2,891
-96% -$102K ﹤0.01% 9250
2025
Q1 		$93.2K Buy
+3,013
New +$100K ﹤0.01% 7093
2024
Q3 		– Sell
-12,676
Closed -$410K – 10029
2024
Q2 		$410K Buy
12,676
+9,040
+249% +$283K ﹤0.01% 5161
2024
Q1 		$113K Buy
3,636
+1,947
+115% +$58.4K ﹤0.01% 6170
2023
Q4 		$48.5K Buy
1,689
+444
+36% +$12.1K ﹤0.01% 6548
2023
Q3 		$32.6K Buy
+1,245
New +$34.1K ﹤0.01% 6554
2023
Q2 		– Sell
-3,492
Closed -$89.3K – 9587
2023
Q1 		$89.3K Sell
3,492
-72
-2% -$1.81K ﹤0.01% 5985
2022
Q4 		$86.4K Buy
3,564
+2,622
+278% +$66.1K ﹤0.01% 6243
2022
Q3 		$25K Sell
942
-70
-7% -$1.9K ﹤0.01% 7104
2022
Q2 		$27K Sell
1,012
-683
-40% -$19.6K ﹤0.01% 6521
2022
Q1 		$53K Buy
+1,695
New +$52.8K ﹤0.01% 6442
2021
Q4 		– Sell
-153
Closed -$5K – 10670
2021
Q3 		$5K Buy
+153
New +$4.77K ﹤0.01% 8555
2021
Q2 		– Sell
-244
Closed -$7K – 9788
2021
Q1 		$7K Buy
+244
New +$6.74K ﹤0.01% 8166

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

UBS Group's SPD Position: Q2 2026 in Review

UBS Group increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 40% in Q2 2026, buying an estimated $1.33K and bringing the position to 115 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #9007.

UBS Group first reported a position in SPD in Q1 2021 and has held it in 15 quarters since. The position peaked at $410K in Q2 2024. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • UBS Group held 115 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.77K as of Q2 2026.
  • UBS Group bought 33 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $1.33K.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9007 holding.
  • UBS Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2021 and has held it in 15 quarters since.
  • UBS Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $410K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.