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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
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

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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Noble Wealth Management PBC's SPD Position: Q2 2026 in Review

Noble Wealth Management PBC held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q2 2026 at 55 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Noble Wealth Management PBC first reported a position in SPD in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Noble Wealth Management PBC held 55 shares of Simplify US Equity PLUS Downside Convexity ETF worth $2.28K as of Q2 2026.
  • Noble Wealth Management PBC left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #573 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 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.