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Empowered Funds’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Empowered Funds’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
Q1 		– Sell
-1,624
Closed -$60.8K – 1779
2024
Q4 		$60.8K Buy
+1,624
New +$62.8K ﹤0.01% 1608

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.48B AUM 24.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empowered Funds's SPYC Position: Q1 2025 in Review

Empowered Funds sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2025, closing a stake of 1,624 shares — an estimated $60.8K sold.

Empowered Funds first reported a position in SPYC in Q4 2024 and held it in 1 quarter. The position peaked at $60.8K in Q4 2024. 18 funds tracked by Wall St. Rank hold SPYC as of Q1 2025.

  • Empowered Funds reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 1,624 Simplify US Equity PLUS Convexity ETF shares in Q1 2025, an estimated $60.8K.
  • Empowered Funds first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and held it in 1 quarter.
  • Empowered Funds's Simplify US Equity PLUS Convexity ETF position peaked at $60.8K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.