AE Wealth Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

AE Wealth Management’s Portfolio SPYC Stock Details SPYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.2M	Sell	135,675 -46,726	-26%	-$2.06M	0.03%	394
2026 Q1	$7.2M	Buy	182,401 +53,150	+41%	+$2.23M	0.04%	341
2025 Q4	$5.52M	Buy	129,251 +13,432	+12%	+$578K	0.03%	375
2025 Q3	$4.96M	Sell	115,819 -773	-0.7%	-$32.1K	0.03%	363
2025 Q2	$4.82M	Buy	+116,592	New	+$4.41M	0.04%	355

Other funds holding SPYC

AWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

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

EWM

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

LAS

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

AE Wealth Management's SPYC Position: Q2 2026 in Review

AE Wealth Management reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 26% in Q2 2026, selling an estimated $2.06M and leaving 135,675 shares worth $6.2M. The position accounts for 0.03% of the portfolio, ranked #394.

AE Wealth Management first reported a position in SPYC in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.2M in Q1 2026. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

AE Wealth Management held 135,675 shares of Simplify US Equity PLUS Convexity ETF worth $6.2M as of Q2 2026.
AE Wealth Management sold 46,726 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $2.06M.
Simplify US Equity PLUS Convexity ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #394 holding.
AE Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 5 quarters since.
AE Wealth Management's Simplify US Equity PLUS Convexity ETF position peaked at $7.2M in Q1 2026.
37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.