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 $1.41B AUM 19.71% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

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 $777B AUM 61.18% 1-Year Est. Return

PFS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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.