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
Q1 		$258K Buy
+6,540
New +$274K ﹤0.01% 232

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Capital Group Private Client Services's SPYC Position: Q1 2026 in Review

Capital Group Private Client Services opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2026: 6,540 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Capital Group Private Client Services held 6,540 shares of Simplify US Equity PLUS Convexity ETF worth $258K as of Q1 2026.
  • Simplify US Equity PLUS Convexity ETF was a new Capital Group Private Client Services position in Q1 2026.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q1 2026, its #232 holding.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.