Carson Wealth (CWM LLC)
SPYC icon

Carson Wealth (CWM LLC)’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$145K Sell
3,676
-11,259
-75% -$472K ﹤0.01% 2980
2025
Q4 		$638K Sell
14,935
-1,161
-7% -$49.9K ﹤0.01% 1774
2025
Q3 		$690K Buy
16,096
+8,752
+119% +$364K ﹤0.01% 1617
2025
Q2 		$303K Buy
7,344
+254
+4% +$9.61K ﹤0.01% 1863
2025
Q1 		$244K Buy
7,090
+3,827
+117% +$143K ﹤0.01% 1795
2024
Q4 		$122K Sell
3,263
-312
-9% -$12.1K ﹤0.01% 2159
2024
Q3 		$135K Sell
3,575
-174
-5% -$6.37K ﹤0.01% 2003
2024
Q2 		$136K Sell
3,749
-605
-14% -$20.9K ﹤0.01% 1790
2024
Q1 		$153K Sell
4,354
-333,691
-99% -$10.9M ﹤0.01% 1649
2023
Q4 		$10.4M Sell
338,045
-26,355
-7% -$761K 0.06% 268
2023
Q3 		$10.1M Sell
364,400
-150,263
-29% -$4.37M 0.06% 237
2023
Q2 		$15M Sell
514,663
-85,473
-14% -$2.35M 0.09% 184
2023
Q1 		$16.1M Buy
+600,136
New +$15.8M 0.11% 168

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 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 $170M AUM 19.89% 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 $1.48B AUM 24.99% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPYC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 75% in Q1 2026, selling an estimated $472K and leaving 3,676 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Carson Wealth (CWM LLC) first reported a position in SPYC in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.1M in Q1 2023. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,676 shares of Simplify US Equity PLUS Convexity ETF worth $145K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11,259 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $472K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2980 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Simplify US Equity PLUS Convexity ETF position peaked at $16.1M in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.