BCWM
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Bartlett & Co Wealth Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-1,145
Closed -$35.1K – 817
2021
Q3 		$35.1K Sell
1,145
-1,145
-50% -$36.4K ﹤0.01% 555
2021
Q2 		$70.6K Hold
2,290
– – ﹤0.01% 456
2021
Q1 		$65.1K Buy
+2,290
New +$63.7K ﹤0.01% 492

Other funds holding SPYC

OCM
Ovata Capital Management Hong Kong $715M AUM 19.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bartlett & Co Wealth Management's SPYC Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q4 2021, closing a stake of 1,145 shares — an estimated $35.1K sold.

Bartlett & Co Wealth Management first reported a position in SPYC in Q1 2021 and held it in 3 quarters. The position peaked at $70.6K in Q2 2021. 25 funds tracked by Wall St. Rank hold SPYC as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,145 Simplify US Equity PLUS Convexity ETF shares in Q4 2021, an estimated $35.1K.
  • Bartlett & Co Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2021 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Simplify US Equity PLUS Convexity ETF position peaked at $70.6K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.