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

Networth 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
Q2 		$25.5K Sell
614
-5
-0.8% -$201 0.01% 133
2026
Q1 		$22.5K Sell
619
-76
-11% -$2.94K 0.02% 131
2025
Q4 		$27.3K Buy
+695
New +$27.5K 0.02% 99

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Networth Advisors's SPD Position: Q2 2026 in Review

Networth Advisors reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 0.81% in Q2 2026, selling an estimated $201 and leaving 614 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #133.

Networth Advisors first reported a position in SPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.3K in Q4 2025. 24 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Networth Advisors held 614 shares of Simplify US Equity PLUS Downside Convexity ETF worth $25.5K as of Q2 2026.
  • Networth Advisors sold 5 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $201.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.01% of Networth Advisors's portfolio in Q2 2026, its #133 holding.
  • Networth Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $27.3K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.