Commonwealth Equity Services
SPYC icon

Commonwealth Equity Services’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Commonwealth Equity 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 		$2.7M Sell
68,463
-1,889
-3% -$79.2K ﹤0.01% 1766
2025
Q4 		$3.01M Sell
70,352
-1,707
-2% -$73.4K ﹤0.01% 1681
2025
Q3 		$3.09M Sell
72,059
-14,285
-17% -$594K ﹤0.01% 1688
2025
Q2 		$3.57M Sell
86,344
-2,884
-3% -$109K ﹤0.01% 1571
2025
Q1 		$3.07M Sell
89,228
-2,303
-3% -$85.8K ﹤0.01% 1614
2024
Q4 		$3.42M Sell
91,531
-196,665
-68% -$7.61M 0.01% 1484
2024
Q3 		$10.9M Buy
288,196
+64,918
+29% +$2.38M 0.02% 786
2024
Q2 		$8.09M Buy
223,278
+56,101
+34% +$1.94M 0.01% 908
2024
Q1 		$5.86M Buy
167,177
+6,926
+4% +$227K 0.01% 1076
2023
Q4 		$4.94M Buy
160,251
+68,703
+75% +$1.98M 0.01% 1106
2023
Q3 		$2.55M Buy
91,548
+43,598
+91% +$1.27M 0.01% 1449
2023
Q2 		$1.4M Buy
+47,950
New +$1.32M ﹤0.01% 1866
2021
Q4 		– Sell
-26,435
Closed -$810K – 3725
2021
Q3 		$810K Sell
26,435
-578
-2% -$18.4K ﹤0.01% 2087
2021
Q2 		$827K Buy
+27,013
New +$812K ﹤0.01% 2062

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's SPYC Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 2.7% in Q1 2026, selling an estimated $79.2K and leaving 68,463 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Commonwealth Equity Services first reported a position in SPYC in Q2 2021 and has held it in 14 quarters since. The position peaked at $10.9M in Q3 2024. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Commonwealth Equity Services held 68,463 shares of Simplify US Equity PLUS Convexity ETF worth $2.7M as of Q1 2026.
  • Commonwealth Equity Services sold 1,889 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $79.2K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1766 holding.
  • Commonwealth Equity Services first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2021 and has held it in 14 quarters since.
  • Commonwealth Equity Services's Simplify US Equity PLUS Convexity ETF position peaked at $10.9M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.