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SPDSPD
7 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF

Integrated Wealth Concepts LLC holds 53 shares of SPD (SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF), worth $2,189 as of 2026-Q2. This is a new position.

Current Value

$2,189

Current Shares

53

Total Value Change

-$2.3M

Total Shares Change

-75,825

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
53
-
$2,1890.0%$41.48
18
2022-Q4
Exited
0
-100.0%
$00.0%$23.25
0
2022-Q3
Increased
352,244
+14.6%
$9.3M0.3%$25.14
38
2022-Q2
Increased
307,439
+42.0%
$8.1M0.3%$25.23
44
2022-Q1
Increased
216,491
+37.6%
$6.8M0.2%$29.95
43
2021-Q4
Increased
157,271
+107.3%
$5.2M0.2%$31.40
52
2021-Q3
New
75,878
-
$2.3M0.1%$28.87
36

Other major holders of SPD: ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC, LPL Financial LLC

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