LifeWealth Investments’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

LifeWealth Investments’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	$279K	Sell	6,722 -2,182	-25%	-$87.8K	0.07%	110
2026 Q1	$324K	Sell	8,904 -2,073	-19%	-$80.1K	0.1%	103
2025 Q4	$431K	Sell	10,977 -12,583	-53%	-$497K	0.14%	95
2025 Q3	$931K	Buy	23,560 +1,349	+6%	+$51.7K	0.14%	98
2025 Q2	$844K	Buy	+22,211	New	+$784K	0.14%	101

Other funds holding SPD

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LifeWealth Investments's SPD Position: Q2 2026 in Review

LifeWealth Investments reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 25% in Q2 2026, selling an estimated $87.8K and leaving 6,722 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #110.

LifeWealth Investments first reported a position in SPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $931K in Q3 2025. 6 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

LifeWealth Investments held 6,722 shares of Simplify US Equity PLUS Downside Convexity ETF worth $279K as of Q2 2026.
LifeWealth Investments sold 2,182 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $87.8K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.07% of LifeWealth Investments's portfolio in Q2 2026, its #110 holding.
LifeWealth Investments first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2025 and has held it in 5 quarters since.
LifeWealth Investments's Simplify US Equity PLUS Downside Convexity ETF position peaked at $931K in Q3 2025.
6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.