EntreWealth’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

EntreWealth’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	–	Sell	-24,188	Closed	-$1.03M	–	155
2026 Q2	$1.03M	Buy	24,188 +9,582	+66%	+$386K	0.38%	58
2026 Q1	$531K	Buy	+14,606	New	+$564K	0.24%	65

Other funds holding SPD

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

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

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

DRP

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EntreWealth's SPD Position: Q3 2026 in Review

EntreWealth sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2026, closing a stake of 24,188 shares — an estimated $1.03M sold.

EntreWealth first reported a position in SPD in Q1 2026 and held it in 2 quarters. The position peaked at $1.03M in Q2 2026. 6 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

EntreWealth reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2026 after selling out during the quarter.
EntreWealth sold 24,188 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2026, an estimated $1.03M.
EntreWealth first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2026 and held it in 2 quarters.
EntreWealth's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.03M in Q2 2026.
6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.