Decker Retirement Planning’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Decker Retirement Planning’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 Q3	$4.77K	Hold	115	–	–	﹤0.01%	213
2026 Q2	$4.77K	Buy	+115	New	+$4.63K	﹤0.01%	285
2025 Q4	–	Sell	-81	Closed	-$3.21K	–	263
2025 Q3	$3.21K	Hold	81	–	–	﹤0.01%	189
2025 Q2	$3.08K	Buy	+81	New	+$2.86K	﹤0.01%	241
2025 Q1	–	Sell	-64	Closed	-$2.15K	–	545
2024 Q4	$2.15K	Buy	+64	New	+$2.18K	﹤0.01%	435

Other funds holding SPD

IWA

Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Decker Retirement Planning's SPD Position: Q3 2026 in Review

Decker Retirement Planning held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q3 2026 at 115 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Decker Retirement Planning first reported a position in SPD in Q4 2024 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

Decker Retirement Planning held 115 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.77K as of Q3 2026.
Decker Retirement Planning left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q3 2026.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #213 holding.
Decker Retirement Planning first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.