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Farther Finance Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Farther Finance 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
Q2 		$124 Sell
3
-690
-100% -$27.8K ﹤0.01% 5772
2026
Q1 		$25.4K Buy
693
+690
+23,000% +$26.6K ﹤0.01% 3494
2025
Q4 		$118 Buy
+3
New +$119 ﹤0.01% 5284
2025
Q3 		– Sell
-2,184
Closed -$83K – 5068
2025
Q2 		$83K Hold
2,184
– – ﹤0.01% 1861
2025
Q1 		$67.8K Hold
2,184
– – ﹤0.01% 1739
2024
Q4 		$72.9K Buy
+2,184
New +$74.5K ﹤0.01% 1463

Other funds holding SPD

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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

Farther Finance Advisors's SPD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 100% in Q2 2026, selling an estimated $27.8K and leaving 3 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #5772.

Farther Finance Advisors first reported a position in SPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $83K in Q2 2025. 6 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Farther Finance Advisors held 3 shares of Simplify US Equity PLUS Downside Convexity ETF worth $124 as of Q2 2026.
  • Farther Finance Advisors sold 690 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $27.8K.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5772 holding.
  • Farther Finance Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 6 quarters since.
  • Farther Finance Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $83K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.