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Global Retirement Partners’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-39
Closed -$1.49K – 4017
2025
Q2 		$1.49K Buy
+39
New +$1.38K ﹤0.01% 3342

Other funds holding SPD

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AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's SPD Position: Q3 2025 in Review

Global Retirement Partners sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2025, closing a stake of 39 shares — an estimated $1.49K sold.

Global Retirement Partners first reported a position in SPD in Q2 2025 and held it in 1 quarter. The position peaked at $1.49K in Q2 2025. 40 funds tracked by Wall St. Rank hold SPD as of Q3 2025.

  • Global Retirement Partners reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 39 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2025, an estimated $1.49K.
  • Global Retirement Partners first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.49K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.