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NBC Securities’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

NBC Securities’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 		– Sell
-380
Closed -$13.8K – 2516
2026
Q1 		$13.8K Hold
380
– – ﹤0.01% 1830
2025
Q4 		$14.9K Hold
380
– – ﹤0.01% 1889
2025
Q3 		$15K Hold
380
– – ﹤0.01% 1873
2025
Q2 		$14K Hold
380
– – ﹤0.01% 1857
2025
Q1 		$11K Buy
+380
New +$12.6K ﹤0.01% 1710

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

NBC Securities's SPD Position: Q2 2026 in Review

NBC Securities sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026, closing a stake of 380 shares — an estimated $13.8K sold.

NBC Securities first reported a position in SPD in Q1 2025 and held it in 5 quarters. The position peaked at $15K in Q3 2025. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • NBC Securities reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q2 2026 after selling out during the quarter.
  • NBC Securities sold 380 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $13.8K.
  • NBC Securities first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2025 and held it in 5 quarters.
  • NBC Securities's Simplify US Equity PLUS Downside Convexity ETF position peaked at $15K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.