CWA
SPYC icon

Clearview Wealth Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Clearview Wealth 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
Q1 		– Sell
-40
Closed -$1K – 690
2021
Q4 		$1K Hold
40
– – ﹤0.01% 663
2021
Q3 		$1K Hold
40
– – ﹤0.01% 632
2021
Q2 		$1K Hold
40
– – ﹤0.01% 623
2021
Q1 		$1K Hold
40
– – ﹤0.01% 593
2020
Q4 		$1K Buy
+40
New +$1.03K ﹤0.01% 552

Other funds holding SPYC

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
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Clearview Wealth Advisors's SPYC Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2022, closing a stake of 40 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in SPYC in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 19 funds tracked by Wall St. Rank hold SPYC as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 40 Simplify US Equity PLUS Convexity ETF shares in Q1 2022, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $1K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.