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Ironsides Asset Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Ironsides Asset 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 		$4.73M Sell
114,054
-1,571
-1% -$65.9K 1.14% 18
2026
Q2 		$4.8M Buy
115,625
+20
+0% +$805 1.12% 19
2026
Q1 		$4.2M Buy
115,605
+10,994
+11% +$425K 1.05% 21
2025
Q4 		$4.11M Buy
104,611
+18,772
+22% +$742K 1.04% 20
2025
Q3 		$3.39M Buy
85,839
+2,517
+3% +$96.5K 0.87% 19
2025
Q2 		$3.17M Buy
83,322
+589
+0.7% +$20.8K 0.92% 19
2025
Q1 		$2.56M Buy
82,733
+3,600
+5% +$120K 0.75% 21
2024
Q4 		$2.64M Buy
79,133
+18,050
+30% +$616K 0.76% 19
2024
Q3 		$2.04M Buy
61,083
+17,800
+41% +$580K 0.59% 19
2024
Q2 		$1.4M Buy
43,283
+4,450
+11% +$139K 0.47% 20
2024
Q1 		$1.21M Buy
38,833
+4,295
+12% +$129K 0.41% 22
2023
Q4 		$992K Sell
34,538
-6,782
-16% -$184K 0.43% 21
2023
Q3 		$1.08M Buy
41,320
+2,000
+5% +$54.7K 0.49% 19
2023
Q2 		$1.08M Buy
39,320
+22,495
+134% +$588K 0.46% 18
2023
Q1 		$430K Hold
16,825
– – 0.2% 44
2022
Q4 		$408K Buy
+16,825
New +$424K 0.19% 45

Other funds holding SPD

B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Decker Retirement Planning
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ironsides Asset Advisors's SPD Position: Q3 2026 in Review

Ironsides Asset Advisors reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 1.4% in Q3 2026, selling an estimated $65.9K and leaving 114,054 shares worth $4.73M. The position accounts for 1.14% of the portfolio, ranked #18.

Ironsides Asset Advisors first reported a position in SPD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.8M in Q2 2026. 11 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

  • Ironsides Asset Advisors held 114,054 shares of Simplify US Equity PLUS Downside Convexity ETF worth $4.73M as of Q3 2026.
  • Ironsides Asset Advisors sold 1,571 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2026, an estimated $65.9K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 1.14% of Ironsides Asset Advisors's portfolio in Q3 2026, its #18 holding.
  • Ironsides Asset Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and has held it in 16 quarters since.
  • Ironsides Asset Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $4.8M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Ironsides Asset Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.