B.O.S.S. Retirement Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

B.O.S.S. Retirement Advisors’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	$809K	Sell	22,244 -2,095	-9%	-$80.9K	0.25%	71
2025 Q4	$956K	Sell	24,339 -14,655	-38%	-$579K	0.3%	67
2025 Q3	$1.54M	Sell	38,994 -3,624	-9%	-$139K	0.37%	58
2025 Q2	$1.62M	Buy	+42,618	New	+$1.51M	0.41%	52
2025 Q1	–	Sell	-25,687	Closed	-$857K	–	192
2024 Q4	$857K	Buy	+25,687	New	+$876K	0.24%	85
2024 Q1	–	Sell	-23,343	Closed	-$671K	–	215
2023 Q4	$671K	Buy	+23,343	New	+$634K	0.13%	173

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's SPD Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 8.6% in Q1 2026, selling an estimated $80.9K and leaving 22,244 shares worth $809K. The position accounts for 0.25% of the portfolio, ranked #71.

B.O.S.S. Retirement Advisors first reported a position in SPD in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.62M in Q2 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

B.O.S.S. Retirement Advisors held 22,244 shares of Simplify US Equity PLUS Downside Convexity ETF worth $809K as of Q1 2026.
B.O.S.S. Retirement Advisors sold 2,095 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $80.9K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.25% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #71 holding.
B.O.S.S. Retirement Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and has held it in 6 quarters since.
B.O.S.S. Retirement Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.62M in Q2 2025.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.