ECA
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Elevated Capital Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Elevated Capital 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
2026
Q2 		$549K Sell
12,022
-861
-7% -$38K 0.15% 117
2026
Q1 		$509K Buy
+12,883
New +$540K 0.13% 180

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
E
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Elevated Capital Advisors's SPYC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 6.7% in Q2 2026, selling an estimated $38K and leaving 12,022 shares worth $549K. The position accounts for 0.15% of the portfolio, ranked #117.

Elevated Capital Advisors first reported a position in SPYC in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Elevated Capital Advisors held 12,022 shares of Simplify US Equity PLUS Convexity ETF worth $549K as of Q2 2026.
  • Elevated Capital Advisors sold 861 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $38K.
  • Simplify US Equity PLUS Convexity ETF made up 0.15% of Elevated Capital Advisors's portfolio in Q2 2026, its #117 holding.
  • Elevated Capital Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.