DAS
SPD icon

Dynamic Advisor Solutions’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Dynamic Advisor Solutions’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 		$339K Hold
8,166
– – 0.01% 812
2026
Q1 		$297K Hold
8,166
– – 0.01% 806
2025
Q4 		$321K Sell
8,166
-407
-5% -$16.1K 0.01% 753
2025
Q3 		$339K Hold
8,573
– – 0.01% 739
2025
Q2 		$326K Sell
8,573
-213
-2% -$7.52K 0.01% 722
2025
Q1 		$272K Buy
+8,786
New +$292K 0.01% 740
2024
Q4 		– Sell
-8,786
Closed -$294K – 817
2024
Q3 		$294K Sell
8,786
-320
-4% -$10.4K 0.01% 753
2024
Q2 		$294K Sell
9,106
-19,314
-68% -$604K 0.01% 768
2024
Q1 		$884K Buy
28,420
+1,281
+5% +$38.4K 0.03% 467
2023
Q4 		$768K Buy
27,139
+10,296
+61% +$280K 0.03% 476
2023
Q3 		$442K Buy
16,843
+1,563
+10% +$42.8K 0.02% 554
2023
Q2 		$417K Buy
15,280
+4,568
+43% +$119K 0.02% 542
2023
Q1 		$274K Buy
+10,712
New +$269K 0.02% 613
2022
Q1 		– Sell
-82,880
Closed -$2.76M – 780
2021
Q4 		$2.76M Buy
+82,880
New +$2.67M 0.2% 122

Other funds holding SPD

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Dynamic Advisor Solutions's SPD Position: Q2 2026 in Review

Dynamic Advisor Solutions held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q2 2026 at 8,166 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #812.

Dynamic Advisor Solutions first reported a position in SPD in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.76M in Q4 2021. 6 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Dynamic Advisor Solutions held 8,166 shares of Simplify US Equity PLUS Downside Convexity ETF worth $339K as of Q2 2026.
  • Dynamic Advisor Solutions left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #812 holding.
  • Dynamic Advisor Solutions first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's Simplify US Equity PLUS Downside Convexity ETF position peaked at $2.76M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.