Richard W. Paul & Associates’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Richard W. Paul & Associates’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 Q4	–	Sell	-46	Closed	-$1.83K	–	319
2025 Q3	$1.83K	Hold	46	–	–	﹤0.01%	286
2025 Q2	$1.75K	Buy	+46	New	+$1.62K	﹤0.01%	302
2025 Q1	–	Sell	-24	Closed	-$815	–	487
2024 Q4	$815	Hold	24	–	–	﹤0.01%	474
2024 Q3	$815	Hold	24	–	–	﹤0.01%	466
2024 Q2	$785	Hold	24	–	–	﹤0.01%	459
2024 Q1	$753	Hold	24	–	–	﹤0.01%	470
2023 Q4	$693	Buy	+24	New	+$652	﹤0.01%	464

Other funds holding SPD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $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 $399M AUM 13.99% 1-Year Est. Return

AWM

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

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Richard W. Paul & Associates's SPD Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2025, closing a stake of 46 shares — an estimated $1.83K sold.

Richard W. Paul & Associates first reported a position in SPD in Q4 2023 and held it in 7 quarters. The position peaked at $1.83K in Q3 2025. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2025.

Richard W. Paul & Associates reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 46 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2025, an estimated $1.83K.
Richard W. Paul & Associates first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and held it in 7 quarters.
Richard W. Paul & Associates's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.83K in Q3 2025.
44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.