Bedel Financial Consulting’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-341	Closed	-$11K	–	791
2022 Q1	$11K	Hold	341	–	–	﹤0.01%	656
2021 Q4	$12K	Buy	341 +2	+0.6%	+$66	﹤0.01%	662
2021 Q3	$10K	Buy	339 +2	+0.6%	+$64	﹤0.01%	671
2021 Q2	$10K	Buy	337 +170	+102%	+$5.11K	﹤0.01%	676
2021 Q1	$5K	Hold	167	–	–	﹤0.01%	753
2020 Q4	$5K	Buy	+167	New	+$4.29K	﹤0.01%	658

Other funds holding SPYC

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Bedel Financial Consulting's SPYC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2022, closing a stake of 341 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in SPYC in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 17 funds tracked by Wall St. Rank hold SPYC as of Q2 2022.

Bedel Financial Consulting reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 341 Simplify US Equity PLUS Convexity ETF shares in Q2 2022, an estimated $11K.
Bedel Financial Consulting first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2020 and held it in 6 quarters.
Bedel Financial Consulting's Simplify US Equity PLUS Convexity ETF position peaked at $12K in Q4 2021.
17 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.