Q1WB
SPD icon

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Quest 10 Wealth Builders's SPD Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 3% in Q1 2026, selling an estimated $695 and leaving 580 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #335.

Quest 10 Wealth Builders first reported a position in SPD in Q4 2024 and has held it in 5 quarters since. The position peaked at $23.5K in Q4 2025. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Quest 10 Wealth Builders held 580 shares of Simplify US Equity PLUS Downside Convexity ETF worth $21.1K as of Q1 2026.
  • Quest 10 Wealth Builders sold 18 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $695.
  • Simplify US Equity PLUS Downside Convexity ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #335 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 5 quarters since.
  • Quest 10 Wealth Builders's Simplify US Equity PLUS Downside Convexity ETF position peaked at $23.5K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.