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

Park Edge 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	$1.28M	Buy	30,756 +962	+3%	+$38.7K	0.27%	69
2026 Q1	$1.08M	Buy	29,794 +763	+3%	+$29.5K	0.25%	67
2025 Q4	$1.14M	Sell	29,031 -690	-2%	-$27.3K	0.26%	74
2025 Q3	$1.17M	Sell	29,721 -1,801	-6%	-$69.1K	0.27%	71
2025 Q2	$1.2M	Sell	31,522 -18,096	-36%	-$639K	0.31%	65
2025 Q1	$1.53M	Buy	+49,618	New	+$1.65M	0.43%	42
2024 Q1	–	Sell	-18,760	Closed	-$539K	–	133
2023 Q4	$539K	Sell	18,760 -98	-0.5%	-$2.66K	0.19%	67
2023 Q3	$494K	Sell	18,858 -78	-0.4%	-$2.13K	0.18%	61
2023 Q2	$517K	Hold	18,936	–	–	0.17%	60
2023 Q1	$484K	Hold	18,936	–	–	0.19%	54
2022 Q4	$459K	Buy	+18,936	New	+$478K	0.2%	52

Other funds holding SPD

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Park Edge Advisors's SPD Position: Q2 2026 in Review

Park Edge Advisors increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 3.2% in Q2 2026, buying an estimated $38.7K and bringing the position to 30,756 shares worth $1.28M. The position accounts for 0.27% of the portfolio, ranked #69.

Park Edge Advisors first reported a position in SPD in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.53M in Q1 2025. 6 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Park Edge Advisors held 30,756 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.28M as of Q2 2026.
Park Edge Advisors bought 962 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $38.7K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.27% of Park Edge Advisors's portfolio in Q2 2026, its #69 holding.
Park Edge Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2022 and has held it in 11 quarters since.
Park Edge Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.53M in Q1 2025.
6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.