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

Fiduciary Alliance’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	$797K	Sell	19,190 -47	-0.2%	-$1.97K	0.06%	257
2026 Q2	$798K	Buy	19,237 +2	+0%	+$81	0.05%	298
2026 Q1	$748K	Sell	19,235 -17	-0.1%	-$657	0.05%	307
2025 Q4	$756K	Buy	19,252 +263	+1%	+$10.4K	0.05%	276
2025 Q3	$750K	Buy	18,989 +2	+0%	+$77	0.05%	273
2025 Q2	$722K	Sell	18,987 -2,842	-13%	-$100K	0.05%	267
2025 Q1	$675K	Sell	21,829 -675	-3%	-$22.4K	0.07%	214
2024 Q4	$751K	Buy	+22,504	New	+$768K	0.08%	187

Other funds holding SPD

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

Fiduciary Alliance's SPD Position: Q3 2026 in Review

Fiduciary Alliance reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.24% in Q3 2026, selling an estimated $1.97K and leaving 19,190 shares worth $797K. The position accounts for 0.06% of the portfolio, ranked #257.

Fiduciary Alliance first reported a position in SPD in Q4 2024 and has held it in 8 quarters since. The position peaked at $798K in Q2 2026. 6 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

Fiduciary Alliance held 19,190 shares of Simplify US Equity PLUS Downside Convexity ETF worth $797K as of Q3 2026.
Fiduciary Alliance sold 47 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2026, an estimated $1.97K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.06% of Fiduciary Alliance's portfolio in Q3 2026, its #257 holding.
Fiduciary Alliance first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 8 quarters since.
Fiduciary Alliance's Simplify US Equity PLUS Downside Convexity ETF position peaked at $798K in Q2 2026.
6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.