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
Q3 		$410 Hold
9
– – ﹤0.01% 3459
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Austin Wealth Management
Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

AssetMark Inc's SPYC Position: Q3 2026 in Review

AssetMark Inc held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q3 2026 at 9 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

AssetMark Inc first reported a position in SPYC in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.29K in Q1 2026. 26 funds tracked by Wall St. Rank hold SPYC as of Q3 2026.

  • AssetMark Inc held 9 shares of Simplify US Equity PLUS Convexity ETF worth $410 as of Q3 2026.
  • AssetMark Inc left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q3 2026.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3459 holding.
  • AssetMark Inc first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Simplify US Equity PLUS Convexity ETF position peaked at $5.29K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.