Sollinda Capital Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Sollinda Capital Management’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	–	Sell	-14,197	Closed	-$557K	–	83
2025 Q4	$557K	Hold	14,197	–	–	0.14%	47
2025 Q3	$561K	Sell	14,197 -8,066	-36%	-$309K	0.15%	42
2025 Q2	$846K	Hold	22,263	–	–	0.22%	40
2025 Q1	$689K	Sell	22,263 -576,781	-96%	-$19.2M	0.19%	32
2024 Q4	$20M	Buy	+599,044	New	+$20.4M	5.49%	7
2024 Q3	–	Sell	-489,457	Closed	-$15.8M	–	73
2024 Q2	$15.8M	Buy	489,457 +103,542	+27%	+$3.24M	4.82%	9
2024 Q1	$12M	Buy	+385,915	New	+$11.6M	3.75%	8

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sollinda Capital Management's SPD Position: Q1 2026 in Review

Sollinda Capital Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2026, closing a stake of 14,197 shares — an estimated $557K sold.

Sollinda Capital Management first reported a position in SPD in Q1 2024 and held it in 7 quarters. The position peaked at $20M in Q4 2024. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

Sollinda Capital Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2026 after selling out during the quarter.
Sollinda Capital Management sold 14,197 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $557K.
Sollinda Capital Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2024 and held it in 7 quarters.
Sollinda Capital Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $20M in Q4 2024.
43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.