Wealth Enhancement Advisory Services
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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% -$99.7K ﹤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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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.