Fortis Group Advisors
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Fortis Group Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Fortis Group 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
Q3 		$1.16M Buy
+28,340
New +$1.19M 0.19% 117

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Fortis Group Advisors's SPD Position: Q3 2026 in Review

Fortis Group Advisors opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2026: 28,340 shares worth $1.16M. The stake represents 0.19% of the portfolio and ranks #117 among its holdings.

44 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

  • Fortis Group Advisors held 28,340 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.16M as of Q3 2026.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Fortis Group Advisors position in Q3 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.19% of Fortis Group Advisors's portfolio in Q3 2026, its #117 holding.
  • 44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.