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 Q3	$26.6K	Buy	640 +26	+4%	+$1.09K	0.02%	129
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 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 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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Networth Advisors's SPD Position: Q3 2026 in Review

Networth Advisors increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 4.2% in Q3 2026, buying an estimated $1.09K and bringing the position to 640 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #129.

Networth Advisors first reported a position in SPD in Q4 2025 and has held it in 4 quarters since. The position peaked at $27.3K in Q4 2025. 28 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

Networth Advisors held 640 shares of Simplify US Equity PLUS Downside Convexity ETF worth $26.6K as of Q3 2026.
Networth Advisors bought 26 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2026, an estimated $1.09K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Networth Advisors's portfolio in Q3 2026, its #129 holding.
Networth Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 4 quarters since.
Networth Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $27.3K in Q4 2025.
28 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.