Bank of Montreal

Bank of Montreal’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Bank of Montreal’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	$23.8K	Buy	+850	New	+$37.5K	﹤0.01%	3555

Other funds holding SPYC

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

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Bank of Montreal's SPYC Position: Q2 2026 in Review

Bank of Montreal opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026: 850 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #3555 among its holdings.

37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

Bank of Montreal held 850 shares of Simplify US Equity PLUS Convexity ETF worth $23.8K as of Q2 2026.
Simplify US Equity PLUS Convexity ETF was a new Bank of Montreal position in Q2 2026.
Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3555 holding.
37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.