Cetera Investment Advisers
SPYC icon

Cetera Investment Advisers’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Cetera Investment Advisers’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
2025
Q4 		– Sell
-4,935
Closed -$212K – 4854
2025
Q3 		$212K Buy
+4,935
New +$205K ﹤0.01% 4126

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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers's SPYC Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q4 2025, closing a stake of 4,935 shares — an estimated $212K sold.

Cetera Investment Advisers first reported a position in SPYC in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 28 funds tracked by Wall St. Rank hold SPYC as of Q4 2025.

  • Cetera Investment Advisers reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 4,935 Simplify US Equity PLUS Convexity ETF shares in Q4 2025, an estimated $212K.
  • Cetera Investment Advisers first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2025 and held it in 1 quarter.
  • Cetera Investment Advisers's Simplify US Equity PLUS Convexity ETF position peaked at $212K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.