Betterment LLC
SPYC icon

Betterment LLC’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Betterment LLC’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
2023
Q1 		– Sell
-10,017
Closed -$254K – 275
2022
Q4 		$254K Buy
10,017
+1,254
+14% +$32.5K ﹤0.01% 233
2022
Q3 		$232K Hold
8,763
– – ﹤0.01% 219
2022
Q2 		$232K Buy
+8,763
New +$254K ﹤0.01% 219

Other funds holding SPYC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Betterment LLC's SPYC Position: Q1 2023 in Review

Betterment LLC sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2023, closing a stake of 10,017 shares — an estimated $254K sold.

Betterment LLC first reported a position in SPYC in Q2 2022 and held it in 3 quarters. The position peaked at $254K in Q4 2022. 15 funds tracked by Wall St. Rank hold SPYC as of Q1 2023.

  • Betterment LLC reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2023 after selling out during the quarter.
  • Betterment LLC sold 10,017 Simplify US Equity PLUS Convexity ETF shares in Q1 2023, an estimated $254K.
  • Betterment LLC first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2022 and held it in 3 quarters.
  • Betterment LLC's Simplify US Equity PLUS Convexity ETF position peaked at $254K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2023.

Based on Betterment LLC's 13F filing for Q1 2023, filed 15 May 2023.