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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
Q2 		$191K Buy
4,178
+1,620
+63% +$71.4K ﹤0.01% 1130
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 $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Aptus Capital Advisors's SPYC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 63% in Q2 2026, buying an estimated $71.4K and bringing the position to 4,178 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Aptus Capital Advisors first reported a position in SPYC in Q1 2024 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Aptus Capital Advisors held 4,178 shares of Simplify US Equity PLUS Convexity ETF worth $191K as of Q2 2026.
  • Aptus Capital Advisors bought 1,620 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $71.4K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1130 holding.
  • Aptus Capital Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2024 and has held it in 10 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.