CGPCS
SPYC icon

Capital Group Private Client Services’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Capital Group Private Client Services’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
2026
Q2 		– Sell
-6,540
Closed -$258K – 271
2026
Q1 		$258K Buy
+6,540
New +$274K ﹤0.01% 232

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Capital Group Private Client Services's SPYC Position: Q2 2026 in Review

Capital Group Private Client Services sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026, closing a stake of 6,540 shares — an estimated $258K sold.

Capital Group Private Client Services first reported a position in SPYC in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Capital Group Private Client Services reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 6,540 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $258K.
  • Capital Group Private Client Services first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2026 and held it in 1 quarter.
  • Capital Group Private Client Services's Simplify US Equity PLUS Convexity ETF position peaked at $258K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.