Kingdom Financial Group
SPD icon

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
Q3 		$69.8K Sell
1,681
-85
-5% -$3.57K 0.02% 229
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 $77B AUM 19.24% 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
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
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

Kingdom Financial Group's SPD Position: Q3 2026 in Review

Kingdom Financial Group reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 4.8% in Q3 2026, selling an estimated $3.57K and leaving 1,681 shares worth $69.8K. The position accounts for 0.02% of the portfolio, ranked #229.

Kingdom Financial Group first reported a position in SPD in Q4 2025 and has held it in 4 quarters since. The position peaked at $83.2K in Q4 2025. 30 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

  • Kingdom Financial Group held 1,681 shares of Simplify US Equity PLUS Downside Convexity ETF worth $69.8K as of Q3 2026.
  • Kingdom Financial Group sold 85 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2026, an estimated $3.57K.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Kingdom Financial Group's portfolio in Q3 2026, its #229 holding.
  • Kingdom Financial Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $83.2K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.