B.O.S.S. Retirement Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

B.O.S.S. Retirement Advisors’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	$504K	Sell	11,039 -230	-2%	-$10.1K	0.14%	91
2026 Q1	$445K	Sell	11,269 -1,041	-8%	-$43.7K	0.14%	105
2025 Q4	$526K	Sell	12,310 -8,161	-40%	-$351K	0.17%	94
2025 Q3	$877K	Sell	20,471 -2,015	-9%	-$83.8K	0.21%	91
2025 Q2	$929K	Buy	+22,486	New	+$850K	0.23%	84

Other funds holding SPYC

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 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 $1.48B AUM 24.99% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SPYC Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 2% in Q2 2026, selling an estimated $10.1K and leaving 11,039 shares worth $504K. The position accounts for 0.14% of the portfolio, ranked #91.

B.O.S.S. Retirement Advisors first reported a position in SPYC in Q2 2025 and has held it in 5 quarters since. The position peaked at $929K in Q2 2025. 9 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

B.O.S.S. Retirement Advisors held 11,039 shares of Simplify US Equity PLUS Convexity ETF worth $504K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 230 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $10.1K.
Simplify US Equity PLUS Convexity ETF made up 0.14% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #91 holding.
B.O.S.S. Retirement Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 5 quarters since.
B.O.S.S. Retirement Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $929K in Q2 2025.
9 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.