Creative Planning

Creative Planning’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Creative Planning’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 Q2	$252K	Buy	+5,527	New	+$244K	﹤0.01%	3706

Other funds holding SPYC

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Creative Planning's SPYC Position: Q2 2026 in Review

Creative Planning opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026: 5,527 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #3706 among its holdings.

37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

Creative Planning held 5,527 shares of Simplify US Equity PLUS Convexity ETF worth $252K as of Q2 2026.
Simplify US Equity PLUS Convexity ETF was a new Creative Planning position in Q2 2026.
Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3706 holding.
37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.