Noble Wealth Management PBC’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Noble Wealth Management PBC’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	$2.28K	Hold	55	–	–	﹤0.01%	570
2026 Q2	$2.28K	Hold	55	–	–	﹤0.01%	573
2026 Q1	$2K	Hold	55	–	–	﹤0.01%	552
2025 Q4	$2.16K	Buy	+55	New	+$2.17K	﹤0.01%	562

Other funds holding SPD

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

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

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's SPD Position: Q3 2026 in Review

Noble Wealth Management PBC held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q3 2026 at 55 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Noble Wealth Management PBC first reported a position in SPD in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold SPD as of Q3 2026.

Noble Wealth Management PBC held 55 shares of Simplify US Equity PLUS Downside Convexity ETF worth $2.28K as of Q3 2026.
Noble Wealth Management PBC left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q3 2026.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #570 holding.
Noble Wealth Management PBC first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.