AAS
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Avantax Advisory Services’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$230K Buy
+5,572
New +$211K ﹤0.01% 2108
2024
Q3 		– Sell
-6,696
Closed -$243K – 2195
2024
Q2 		$243K Buy
6,696
+12
+0.2% +$415 ﹤0.01% 1838
2024
Q1 		$234K Buy
+6,684
New +$219K ﹤0.01% 1450

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's SPYC Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2025: 5,572 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in SPYC as recently as Q2 2024.

Avantax Advisory Services first reported a position in SPYC in Q1 2024 and has held it in 3 quarters since. The position peaked at $243K in Q2 2024. 33 funds tracked by Wall St. Rank hold SPYC as of Q2 2025.

  • Avantax Advisory Services held 5,572 shares of Simplify US Equity PLUS Convexity ETF worth $230K as of Q2 2025.
  • Simplify US Equity PLUS Convexity ETF was a new Avantax Advisory Services position in Q2 2025.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2108 holding.
  • Avantax Advisory Services first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Simplify US Equity PLUS Convexity ETF position peaked at $243K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.