Quest 10 Wealth Builders’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Quest 10 Wealth Builders’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	$8.26K	Sell	199 -381	-66%	-$15.3K	0.01%	483
2026 Q1	$21.1K	Sell	580 -18	-3%	-$695	0.02%	335
2025 Q4	$23.5K	Buy	598 +15	+3%	+$593	0.02%	296
2025 Q3	$23K	Buy	583 +15	+3%	+$575	0.02%	264
2025 Q2	$21.6K	Buy	+568	New	+$20.1K	0.02%	287
2025 Q1	–	Sell	-118	Closed	-$3.94K	–	812
2024 Q4	$3.94K	Buy	+118	New	+$4.03K	﹤0.01%	530

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Quest 10 Wealth Builders's SPD Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 66% in Q2 2026, selling an estimated $15.3K and leaving 199 shares worth $8.26K. The position accounts for 0.01% of the portfolio, ranked #483.

Quest 10 Wealth Builders first reported a position in SPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.5K in Q4 2025. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Quest 10 Wealth Builders held 199 shares of Simplify US Equity PLUS Downside Convexity ETF worth $8.26K as of Q2 2026.
Quest 10 Wealth Builders sold 381 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $15.3K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #483 holding.
Quest 10 Wealth Builders first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's Simplify US Equity PLUS Downside Convexity ETF position peaked at $23.5K in Q4 2025.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.