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Kingdom Financial Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Kingdom Financial Group’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 		$73.3K Sell
1,766
-119
-6% -$4.79K 0.02% 216
2026
Q1 		$68.6K Sell
1,885
-235
-11% -$9.08K 0.02% 238
2025
Q4 		$83.2K Buy
+2,120
New +$83.8K 0.03% 214

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

Kingdom Financial Group's SPD Position: Q2 2026 in Review

Kingdom Financial Group reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 6.3% in Q2 2026, selling an estimated $4.79K and leaving 1,766 shares worth $73.3K. The position accounts for 0.02% of the portfolio, ranked #216.

Kingdom Financial Group first reported a position in SPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.2K in Q4 2025. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Kingdom Financial Group held 1,766 shares of Simplify US Equity PLUS Downside Convexity ETF worth $73.3K as of Q2 2026.
  • Kingdom Financial Group sold 119 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $4.79K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Kingdom Financial Group's portfolio in Q2 2026, its #216 holding.
  • Kingdom Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $83.2K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.