E
SPYC icon

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

EntreWealth’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 		$9.37M Buy
237,502
+9,746
+4% +$409K 4.2% 5
2025
Q4 		$9.75M Buy
227,756
+9,131
+4% +$393K 4.39% 5
2025
Q3 		$9.37M Buy
218,625
+20,159
+10% +$838K 4.82% 4
2025
Q2 		$8.2M Buy
198,466
+15,632
+9% +$591K 5.67% 4
2025
Q1 		$6.3M Buy
182,834
+17,003
+10% +$634K 4.84% 6
2024
Q4 		$6.21M Buy
+165,831
New +$6.42M 5.73% 6

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

EntreWealth's SPYC Position: Q1 2026 in Review

EntreWealth increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 4.3% in Q1 2026, buying an estimated $409K and bringing the position to 237,502 shares worth $9.37M. The position accounts for 4.2% of the portfolio, ranked #5.

EntreWealth first reported a position in SPYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.75M in Q4 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • EntreWealth held 237,502 shares of Simplify US Equity PLUS Convexity ETF worth $9.37M as of Q1 2026.
  • EntreWealth bought 9,746 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $409K.
  • Simplify US Equity PLUS Convexity ETF made up 4.2% of EntreWealth's portfolio in Q1 2026, its #5 holding.
  • EntreWealth first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and has held it in 6 quarters since.
  • EntreWealth's Simplify US Equity PLUS Convexity ETF position peaked at $9.75M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.