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

Pineridge 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
2025
Q3 		$318 Hold
8
– – ﹤0.01% 424
2025
Q2 		$305 Buy
+8
New +$283 ﹤0.01% 518
2025
Q1 		– Sell
-126
Closed -$4.19K – 657
2024
Q4 		$4.19K Sell
126
-59
-32% -$2.01K ﹤0.01% 407
2024
Q3 		$6.19K Sell
185
-19
-9% -$619 ﹤0.01% 320
2024
Q2 		$6.61K Sell
204
-15
-7% -$469 ﹤0.01% 337
2024
Q1 		$6.8K Sell
219
-14
-6% -$420 ﹤0.01% 333
2023
Q4 		$6.7K Buy
+233
New +$6.33K ﹤0.01% 444

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pineridge Advisors's SPD Position: Q3 2025 in Review

Pineridge Advisors held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q3 2025 at 8 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Pineridge Advisors first reported a position in SPD in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.8K in Q1 2024. 40 funds tracked by Wall St. Rank hold SPD as of Q3 2025.

  • Pineridge Advisors held 8 shares of Simplify US Equity PLUS Downside Convexity ETF worth $318 as of Q3 2025.
  • Pineridge Advisors left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q3 2025.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #424 holding.
  • Pineridge Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and has held it in 7 quarters since.
  • Pineridge Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $6.8K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.