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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Fiduciary Alliance's SPD Position: Q2 2026 in Review

Fiduciary Alliance increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.01% in Q2 2026, buying an estimated $81 and bringing the position to 19,237 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #298.

Fiduciary Alliance first reported a position in SPD in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Fiduciary Alliance held 19,237 shares of Simplify US Equity PLUS Downside Convexity ETF worth $798K as of Q2 2026.
  • Fiduciary Alliance bought 2 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $81.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #298 holding.
  • Fiduciary Alliance first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 7 quarters since.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.