Austin Wealth Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Austin Wealth Management’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	$26.6M	Sell	667,270 -237,511	-26%	-$9.96M	6.04%	2
2025 Q4	$39.1M	Buy	904,781 +50,063	+6%	+$2.15M	5.78%	2
2025 Q3	$36.4M	Buy	854,718 +30,314	+4%	+$1.26M	5.72%	2
2025 Q2	$33.5M	Buy	824,404 +95,713	+13%	+$3.62M	5.97%	2
2025 Q1	$26.6M	Buy	728,691 +59,888	+9%	+$2.23M	5.33%	5
2024 Q4	$25.8M	Buy	668,803 +23,624	+4%	+$914K	5.35%	5
2024 Q3	$24.2M	Buy	645,179 +46,296	+8%	+$1.7M	5.3%	5
2024 Q2	$22.5M	Buy	598,883 +21,492	+4%	+$744K	5.29%	5
2024 Q1	$20.2M	Buy	577,391 +3,838	+0.7%	+$126K	4.99%	6
2023 Q4	$18.8M	Buy	573,553 +16,235	+3%	+$469K	5.05%	5
2023 Q3	$16.4M	Buy	+557,318	New	+$16.2M	5.08%	5

Other funds holding SPYC

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Wealth Management's SPYC Position: Q1 2026 in Review

Austin Wealth Management reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 26% in Q1 2026, selling an estimated $9.96M and leaving 667,270 shares worth $26.6M. The position accounts for 6.04% of the portfolio, ranked #2.

Austin Wealth Management first reported a position in SPYC in Q3 2023 and has held it in 11 quarters since. The position peaked at $39.1M in Q4 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

Austin Wealth Management held 667,270 shares of Simplify US Equity PLUS Convexity ETF worth $26.6M as of Q1 2026.
Austin Wealth Management sold 237,511 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $9.96M.
Simplify US Equity PLUS Convexity ETF made up 6.04% of Austin Wealth Management's portfolio in Q1 2026, its #2 holding.
Austin Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2023 and has held it in 11 quarters since.
Austin Wealth Management's Simplify US Equity PLUS Convexity ETF position peaked at $39.1M in Q4 2025.
31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.