DRP
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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Decker Retirement Planning's SPD Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 115 shares worth $4.77K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in SPD as recently as Q3 2025.

Decker Retirement Planning first reported a position in SPD in Q4 2024 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Decker Retirement Planning held 115 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.77K as of Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Decker Retirement Planning position in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #285 holding.
  • Decker Retirement Planning first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.