| 5/22/2026 | Independent Wealth Advisors LLC | 148,884 | $5.42M | 5.3% | +3.9% | 5.474% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 23,631 | $859K | 0.2% | +54.4% | 0.869% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 22,244 | $809K | 0.2% | -8.6% | 0.818% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 130,790 | $4.76M | 3.5% | +13.9% | 4.808% | |
| 4/21/2026 | LifeWealth Investments LLC | 8,904 | $324K | 0.1% | -18.9% | 0.327% | |
| 4/20/2026 | Park Edge Advisors LLC | 29,794 | $1.08M | 0.2% | +2.6% | 1.095% | |
| 2/19/2026 | Compound Planning Inc. | 34,559 | $1.36M | 0.0% | -19.0% | 1.164% | |
| 2/17/2026 | Osaic Holdings Inc. | 5,868 | $230K | 0.0% | -20.2% | 0.198% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 255,478 | $10.03M | 0.0% | +4.0% | 8.602% | |
| 2/12/2026 | Ironsides Asset Advisors LLC | 104,611 | $4.11M | 1.0% | +21.9% | 3.522% | |
Get the Latest News and Ratings for SPD and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Simplify US Equity PLUS Downside Convexity ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 2/11/2026 | Howard Bailey Securities LLC | 17,919 | $704K | 0.3% | +16.6% | 0.603% | |
| 2/11/2026 | LPL Financial LLC | 384,800 | $15.11M | 0.0% | +856.0% | 12.956% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 114,806 | $4.51M | 3.7% | +14.7% | 3.866% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 47,645 | $1.87M | 0.7% | +6.6% | 1.604% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 2,120 | $83K | 0.0% | N/A | 0.071% | |
| 2/6/2026 | Authentikos Wealth Advisory LLC | 190,625 | $7.48M | 5.0% | -1.9% | 6.418% | |
| 2/6/2026 | HighTower Advisors LLC | 5,119 | $201K | 0.0% | -9.7% | 0.172% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 24,339 | $956K | 0.3% | -37.6% | 0.819% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 15,304 | $601K | 0.1% | -4.2% | 0.515% | |
| 1/26/2026 | LifeWealth Investments LLC | 10,977 | $431K | 0.1% | -7.1% | 0.370% | |
| 1/26/2026 | AE Wealth Management LLC | 182,280 | $7.16M | 0.0% | -1.4% | 6.137% | |
| 1/26/2026 | CWM LLC | 43,586 | $1.71M | 0.0% | +43.0% | 1.468% | |
| 1/26/2026 | Austin Wealth Management LLC | 47,934 | $1.90M | 0.3% | -11.2% | 1.614% | |
| 1/22/2026 | Networth Advisors LLC | 695 | $27K | 0.0% | N/A | 0.023% | |
| 1/22/2026 | Fiduciary Alliance LLC | 19,252 | $756K | 0.0% | +1.4% | 0.648% | |
| 1/22/2026 | Centennial Advisors LLC | 8,263 | $324K | 0.4% | N/A | 0.278% | |
| 1/16/2026 | Park Edge Advisors LLC | 29,031 | $1.14M | 0.3% | -2.3% | 0.958% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 8,166 | $321K | 0.0% | -4.7% | 0.268% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 21,727 | $868K | 0.0% | -22.9% | 0.712% | |
| 11/17/2025 | Susquehanna International Group LLP | 11,531 | $456K | 0.0% | N/A | 0.432% | |
| 11/17/2025 | Citadel Advisors LLC | 11,740 | $464K | 0.0% | N/A | 0.440% | |
| 11/12/2025 | Ironsides Asset Advisors LLC | 85,839 | $3.39M | 0.9% | +3.0% | 3.215% | |
| 11/12/2025 | Great Lakes Retirement Inc. | 5,235 | $207K | 0.0% | N/A | 0.196% | |
| 11/10/2025 | Compound Planning Inc. | 42,691 | $1.69M | 0.1% | -30.4% | 1.599% | |
| 11/5/2025 | B.O.S.S. Retirement Advisors LLC | 38,994 | $1.54M | 0.4% | -8.5% | 1.460% | |
| 11/5/2025 | Authentikos Wealth Advisory LLC | 194,241 | $7.67M | 5.1% | +2.2% | 7.275% | |
| 11/5/2025 | Austin Wealth Management LLC | 54,006 | $2.12M | 0.3% | -1.4% | 2.023% | |
| 11/4/2025 | Sollinda Capital Management LLC | 14,197 | $561K | 0.2% | -36.2% | 0.532% | |
| 11/4/2025 | Howard Bailey Securities LLC | 15,369 | $607K | 0.2% | -5.1% | 0.576% | |
| 11/3/2025 | AE Wealth Management LLC | 184,940 | $7.31M | 0.0% | -0.2% | 6.927% | |
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| 10/30/2025 | Lloyd Advisory Services LLC. | 44,692 | $1.77M | 0.8% | -2.4% | 1.809% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 28,197 | $1.12M | 0.0% | -8.4% | 1.142% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 100,057 | $3.95M | 4.1% | +5.6% | 4.051% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 245,555 | $9.70M | 0.0% | +70.5% | 9.941% | |
| 10/20/2025 | LifeWealth Investments LLC | 11,747 | $464K | 0.1% | +7.3% | 0.476% | |
| 10/15/2025 | CWM LLC | 30,483 | $1.20M | 0.0% | +3,528.9% | 1.244% | |
| 10/9/2025 | Park Edge Advisors LLC | 29,721 | $1.17M | 0.3% | -5.7% | 1.213% | |
| 9/4/2025 | Osaic Holdings Inc. | 7,218 | $265K | 0.0% | +21.8% | 0.301% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 94,750 | $3.60M | 4.4% | N/A | 3.948% | |
| 8/14/2025 | Transce3nd LLC | 782 | $30K | 0.0% | N/A | 0.033% | |
| 8/8/2025 | Austin Wealth Management LLC | 54,756 | $2.06M | 0.4% | -44.6% | 2.330% | |
| 8/6/2025 | AE Wealth Management LLC | 185,279 | $7.04M | 0.1% | +6,701.7% | 7.884% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,952 | $416K | 0.1% | N/A | 0.466% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 42,618 | $1.62M | 0.4% | N/A | 1.814% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 45,784 | $1.74M | 0.8% | N/A | 1.969% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,797 | $1.20M | 0.0% | -85.4% | 1.325% | |
| 7/9/2025 | Fiduciary Alliance LLC | 18,987 | $722K | 0.1% | -13.0% | 0.817% | |
| 7/7/2025 | Park Edge Advisors LLC | 31,522 | $1.20M | 0.3% | -36.5% | 1.356% | |
| 5/19/2025 | Jane Street Group LLC | 20,967 | $649K | 0.0% | +182.4% | 0.845% | |
| 5/14/2025 | Compound Planning Inc. | 61,599 | $1.91M | 0.1% | +35.9% | 2.484% | |
| 5/13/2025 | Ethos Financial Group LLC | 218,903 | $6.94M | 0.7% | +3.1% | 8.827% | |
| 5/13/2025 | HighTower Advisors LLC | 468,920 | $14.50M | 0.0% | -11.2% | 18.908% | |
| 5/8/2025 | US Bancorp DE | 1,707 | $53K | 0.0% | +178.0% | 0.083% | |
| 5/7/2025 | Ironsides Asset Advisors LLC | 82,733 | $2.56M | 0.8% | +4.5% | 4.036% | |
| 5/6/2025 | AE Wealth Management LLC | 2,724 | $84K | 0.0% | -98.2% | 0.133% | |
| 5/1/2025 | Austin Wealth Management LLC | 98,902 | $3.40M | 0.7% | -6.3% | 4.824% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 8,843 | $274K | 0.0% | N/A | 0.431% | |
| 4/25/2025 | Sollinda Capital Management LLC | 22,263 | $689K | 0.2% | -96.3% | 1.086% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 18,341 | $567K | 0.2% | +3.5% | 0.895% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 218,804 | $6.77M | 5.6% | +2,749.4% | 10.673% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 8,786 | $272K | 0.0% | N/A | 0.429% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 211,420 | $6.54M | 0.0% | -14.6% | 7.551% | |
| 4/10/2025 | Park Edge Advisors LLC | 49,618 | $1.54M | 0.4% | N/A | 1.772% | |
| 4/9/2025 | Fiduciary Alliance LLC | 21,829 | $675K | 0.1% | -3.0% | 0.780% | |
| 2/14/2025 | Jane Street Group LLC | 7,424 | $248K | 0.0% | N/A | 0.230% | |
| 2/14/2025 | Bison Wealth LLC | 10,456 | $349K | 0.0% | -71.4% | 0.510% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 16,273 | $543K | 0.1% | +64.3% | 0.504% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,194 | $607K | 0.0% | +7.2% | 0.563% | |
| 2/11/2025 | LPL Financial LLC | 18,249 | $609K | 0.0% | +43.8% | 0.565% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 284,816 | $9.51M | 0.2% | N/A | 8.818% | |
| 2/10/2025 | Ironsides Asset Advisors LLC | 79,133 | $2.64M | 0.8% | +29.5% | 2.450% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 113,758 | $3.80M | 0.0% | +82.8% | 3.522% | |
| 2/10/2025 | Austin Wealth Management LLC | 105,591 | $3.61M | 0.7% | -6.4% | 3.269% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,184 | $73K | 0.0% | N/A | 0.068% | |
| 2/7/2025 | HighTower Advisors LLC | 528,211 | $17.63M | 0.0% | +10.3% | 16.353% | |
| 2/7/2025 | Sollinda Capital Management LLC | 599,044 | $19.99M | 5.5% | N/A | 18.546% | |
| 2/6/2025 | Ethos Financial Group LLC | 212,366 | $7.09M | 0.9% | +240.9% | 6.575% | |
| 2/3/2025 | Lloyd Advisory Services LLC. | 48,636 | $1.62M | 0.8% | -5.2% | 1.506% | |
| 1/29/2025 | Howard Bailey Securities LLC | 12,530 | $418K | 0.2% | -11.6% | 0.388% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 10,059 | $336K | 0.0% | -5.8% | 0.311% | |
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| 1/28/2025 | Almanack Investment Partners LLC. | 142,651 | $4.76M | 0.7% | +4.8% | 4.416% | |
| 1/23/2025 | Ridgepath Capital Management LLC | 284,816 | $9.51M | 4.4% | N/A | 8.818% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 25,687 | $857K | 0.2% | N/A | 0.795% | |
| 1/17/2025 | Atomi Financial Group Inc. | 45,323 | $1.51M | 0.1% | N/A | 1.403% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 17,721 | $591K | 0.2% | +26.7% | 0.549% | |
| 1/13/2025 | Fiduciary Alliance LLC | 22,504 | $751K | 0.1% | N/A | 0.697% | |
| 11/15/2024 | HighTower Advisors LLC | 479,052 | $16.03M | 0.0% | +80.5% | 14.831% | |
| 10/31/2024 | Ironsides Asset Advisors LLC | 61,083 | $2.04M | 0.6% | +41.1% | 1.891% | |
| 10/31/2024 | Financial Enhancement Group LLC | 26,368 | $883K | 0.2% | +36.2% | 0.816% | |
| 10/28/2024 | Austin Wealth Management LLC | 112,777 | $3.74M | 0.8% | -2.5% | 3.492% | |
