Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
US ˙ ARCA ˙ US82889N2027

SecuritySPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership148 shares
Latest Disclosed Value $ 5,383
IFP Advisors, Inc ownership in SPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 148 shares of Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF (US:SPD) valued at $5,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 148 shares of Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $6,183 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 148 0 0.00 5 0.00 0.0001
2026-02-06 2025-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 148 1 0.68 6 0.00 0.0001
2026-02-06 2025-09-30 13F/A-1 SIMPLIFY EXCHANGE TRADED FUNUS EQT PLS DWNSD mc 82889N202 147 0 0.00 6 0.00 0.0002
2025-12-02 2025-09-30 13F SIMPLIFY EXCHANGE TRADED FUNUS EQT PLS DWNSD mc 82889N202 148 1 6 0.0002
2025-07-24 2025-06-30 13F SIMPLIFY EXCHANGE TRADED FUNUS EQT PLS DWNSD mc 82889N202 147 0 0.00 6 25.00 0.0002
2025-05-05 2025-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 147 0 0.00 5 0.00 0.0001
2025-02-04 2024-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 147 1 0.68 5 0.00 0.0002
2025-02-04 2024-09-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 146 -145 -49.83 5 -55.56 0.0002
2024-07-30 2024-06-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 291 -676 -69.91 9 -70.00 0.0004
2024-07-30 2024-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 967 -1,425 -59.57 30 -55.88 0.0013
2024-01-09 2023-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 2,392 -3,511 -59.48 69 -55.84 0.0032
2023-10-12 2023-09-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 5,903 -273 -4.42 155 -8.33 0.0070
2023-08-14 2023-06-30 13F/A-1 SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 6,176 -111,895 -94.77 169 -94.27 0.0071
2023-08-04 2023-06-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 6,176 -111,895 153 0.0071
2023-04-18 2023-03-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 118,071 -136,048 -53.54 2,933 48,783.33 0.1276
2023-02-07 2022-12-31 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 254,119 -10,588 -4.00 6 -99.91 0.1686
2022-11-08 2022-09-30 13F SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 264,707 115,120 76.96 6,568 77.04 0.1712
2022-09-06 2022-06-30 13F/A-1 SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 149,587 0 0.00 3,710 0.00 0.1190
2022-08-12 2022-06-30 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 139 -149,448 3 0.0054
2022-09-06 2022-03-31 13F/A-1 SIMPLIFY EXCHANGE TRADED FUN mc 82889N202 149,587 122,081 443.83 3,710 305.46 0.1190
2022-08-08 2022-03-31 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 38,075 10,569 939 0.0192
2022-01-12 2021-12-31 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 27,506 8,026 41.20 915 54.30 0.0179
2021-10-06 2021-09-30 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 19,480 6,657 51.91 593 53.23 0.0119
2021-07-13 2021-06-30 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 12,823 1,370 11.96 387 19.81 0.0080
2021-04-30 2021-03-31 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 11,453 -16,526 -59.07 323 -56.93 0.0063
2021-01-25 2020-12-31 13F SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD CEF 82889N202 27,979 27,979 750 0.0304
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.