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
Q2 		$411 Sell
9
-125
-93% -$5.51K ﹤0.01% 3317
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 $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

AssetMark Inc's SPYC Position: Q2 2026 in Review

AssetMark Inc reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 93% in Q2 2026, selling an estimated $5.51K and leaving 9 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

AssetMark Inc first reported a position in SPYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.29K in Q1 2026. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • AssetMark Inc held 9 shares of Simplify US Equity PLUS Convexity ETF worth $411 as of Q2 2026.
  • AssetMark Inc sold 125 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $5.51K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3317 holding.
  • AssetMark Inc first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 3 quarters since.
  • AssetMark Inc's Simplify US Equity PLUS Convexity ETF position peaked at $5.29K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.