CAPTRUST Financial Advisors
SPYC icon

CAPTRUST Financial Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

CAPTRUST Financial Advisors’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
-162
Closed -$5K – 5130
2022
Q1 		$5K Buy
+162
New +$5.15K ﹤0.01% 4170

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
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

CAPTRUST Financial Advisors's SPYC Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2022, closing a stake of 162 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in SPYC in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 17 funds tracked by Wall St. Rank hold SPYC as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 162 Simplify US Equity PLUS Convexity ETF shares in Q2 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $5K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.