ACA
SPYC icon

Aptus Capital Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Aptus Capital Advisors’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 		$101K Buy
2,558
+5
+0.2% +$210 ﹤0.01% 1145
2025
Q4 		$109K Buy
2,553
+873
+52% +$37.6K ﹤0.01% 1160
2025
Q3 		$72K Sell
1,680
-38
-2% -$1.58K ﹤0.01% 1174
2025
Q2 		$71K Sell
1,718
-81
-5% -$3.06K ﹤0.01% 1129
2025
Q1 		$62K Buy
1,799
+549
+44% +$20.5K ﹤0.01% 1080
2024
Q4 		$46.8K Hold
1,250
– – ﹤0.01% 1114
2024
Q3 		$47.2K Hold
1,250
– – ﹤0.01% 941
2024
Q2 		$45.3K Buy
1,250
+50
+4% +$1.73K ﹤0.01% 904
2024
Q1 		$42K Buy
+1,200
New +$39.3K ﹤0.01% 909

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 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 $837M AUM 18.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return