AWM
SPYC icon

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
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 $12.5B AUM 18.49% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's SPYC Position: Q1 2026 in Review

AE Wealth Management increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 41% in Q1 2026, buying an estimated $2.23M and bringing the position to 182,401 shares worth $7.2M. The position accounts for 0.04% of the portfolio, ranked #341.

AE Wealth Management first reported a position in SPYC in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • AE Wealth Management held 182,401 shares of Simplify US Equity PLUS Convexity ETF worth $7.2M as of Q1 2026.
  • AE Wealth Management bought 53,150 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $2.23M.
  • Simplify US Equity PLUS Convexity ETF made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #341 holding.
  • AE Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.