AssetMark Inc
SPYC icon

AssetMark Inc’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

AssetMark Inc’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 		$5.29K Buy
134
+125
+1,389% +$5.24K ﹤0.01% 2549
2025
Q4 		$385 Buy
+9
New +$387 ﹤0.01% 3150

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 $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 $1.66B AUM 25.91% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

AssetMark Inc's SPYC Position: Q1 2026 in Review

AssetMark Inc increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 1,389% in Q1 2026, buying an estimated $5.24K and bringing the position to 134 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

AssetMark Inc first reported a position in SPYC in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • AssetMark Inc held 134 shares of Simplify US Equity PLUS Convexity ETF worth $5.29K as of Q1 2026.
  • AssetMark Inc bought 125 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $5.24K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2549 holding.
  • AssetMark Inc first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.