Wealth Enhancement Advisory Services’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Wealth Enhancement Advisory Services’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	-21,727	Closed	-$868K	–	3844
2025 Q4	$868K	Sell	21,727 -6,470	-23%	-$256K	﹤0.01%	2052
2025 Q3	$1.11M	Sell	28,197 -2,600	-8%	-$100K	﹤0.01%	1782
2025 Q2	$1.2M	Sell	30,797 -180,623	-85%	-$6.38M	﹤0.01%	1645
2025 Q1	$6.54M	Sell	211,420 -36,217	-15%	-$1.2M	0.01%	733
2024 Q4	$8.26M	Sell	247,637 -216	-0.1%	-$7.37K	0.02%	623
2024 Q3	$8.3M	Sell	247,853 -367	-0.1%	-$12K	0.02%	575
2024 Q2	$8.02M	Sell	248,220 -13,137	-5%	-$411K	0.02%	546
2024 Q1	$8.13M	Sell	261,357 -10,046	-4%	-$302K	0.02%	532
2023 Q4	$7.8M	Sell	271,403 -9,543	-3%	-$259K	0.02%	490
2023 Q3	$7.37M	Buy	+280,946	New	+$7.69M	0.02%	478

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 $170M AUM 19.89% 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

Wealth Enhancement Advisory Services's SPD Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2026, closing a stake of 21,727 shares — an estimated $868K sold.

Wealth Enhancement Advisory Services first reported a position in SPD in Q3 2023 and held it in 10 quarters. The position peaked at $8.3M in Q3 2024. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 21,727 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $868K.
Wealth Enhancement Advisory Services first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Simplify US Equity PLUS Downside Convexity ETF position peaked at $8.3M in Q3 2024.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.