Elevated Capital Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Elevated Capital 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	$859K	Buy	23,631 +8,327	+54%	+$322K	0.22%	115
2025 Q4	$601K	Sell	15,304 -667	-4%	-$26.4K	0.14%	177
2025 Q3	$631K	Sell	15,971 -2,370	-13%	-$90.9K	0.16%	172
2025 Q2	$567K	Hold	18,341	–	–	0.16%	178
2025 Q1	$567K	Buy	18,341 +620	+3%	+$20.6K	0.16%	178
2024 Q4	$591K	Buy	17,721 +3,732	+27%	+$127K	0.16%	176
2024 Q3	$468K	Buy	13,989 +6,414	+85%	+$209K	0.12%	213
2024 Q2	$245K	Buy	+7,575	New	+$237K	0.07%	213

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

Elevated Capital Advisors's SPD Position: Q1 2026 in Review

Elevated Capital Advisors increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 54% in Q1 2026, buying an estimated $322K and bringing the position to 23,631 shares worth $859K. The position accounts for 0.22% of the portfolio, ranked #115.

Elevated Capital Advisors first reported a position in SPD in Q2 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Elevated Capital Advisors held 23,631 shares of Simplify US Equity PLUS Downside Convexity ETF worth $859K as of Q1 2026.
Elevated Capital Advisors bought 8,327 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $322K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.22% of Elevated Capital Advisors's portfolio in Q1 2026, its #115 holding.
Elevated Capital Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2024 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.