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Brinker Capital Investments’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-39,425
Closed -$1.36M – 1414
2021
Q4 		$1.36M Sell
39,425
-4,717
-11% -$156K 0.02% 703
2021
Q3 		$1.35M Sell
44,142
-287,493
-87% -$9.15M 0.02% 667
2021
Q2 		$10.2M Buy
+331,635
New +$9.97M 0.13% 162

Other funds holding SPYC

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
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
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Brinker Capital Investments's SPYC Position: Q1 2022 in Review

Brinker Capital Investments sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2022, closing a stake of 39,425 shares — an estimated $1.36M sold.

Brinker Capital Investments first reported a position in SPYC in Q2 2021 and held it in 3 quarters. The position peaked at $10.2M in Q2 2021. 19 funds tracked by Wall St. Rank hold SPYC as of Q1 2022.

  • Brinker Capital Investments reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 39,425 Simplify US Equity PLUS Convexity ETF shares in Q1 2022, an estimated $1.36M.
  • Brinker Capital Investments first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2021 and held it in 3 quarters.
  • Brinker Capital Investments's Simplify US Equity PLUS Convexity ETF position peaked at $10.2M in Q2 2021.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2022.

Based on Brinker Capital Investments's 13F filing for Q1 2022, filed 16 May 2022.