Envestnet Asset Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Envestnet Asset Management’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	$347K	Buy	+7,600	New	+$335K	﹤0.01%	4340
2023 Q3	–	Sell	-7,258	Closed	-$211K	–	4151
2023 Q2	$211K	Sell	7,258 -19,347	-73%	-$533K	﹤0.01%	3679
2023 Q1	$716K	Sell	26,605 -32,353	-55%	-$853K	﹤0.01%	2909
2022 Q4	$1.5M	Sell	58,958 -15,081	-20%	-$391K	﹤0.01%	2358
2022 Q3	$1.91M	Sell	74,039 -44,253	-37%	-$1.22M	﹤0.01%	2112
2022 Q2	$3.14M	Buy	118,292 +8,458	+8%	+$245K	﹤0.01%	1807
2022 Q1	$3.52M	Buy	109,834 +30,064	+38%	+$956K	﹤0.01%	1826
2021 Q4	$2.75M	Buy	79,770 +46,339	+139%	+$1.54M	﹤0.01%	1960
2021 Q3	$1.02M	Buy	33,431 +7,728	+30%	+$246K	﹤0.01%	2530
2021 Q2	$788K	Buy	+25,703	New	+$772K	﹤0.01%	2687

Other funds holding SPYC

AWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

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

Envestnet Asset Management's SPYC Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026: 7,600 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #4340 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in SPYC as recently as Q2 2023.

Envestnet Asset Management first reported a position in SPYC in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.52M in Q1 2022. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

Envestnet Asset Management held 7,600 shares of Simplify US Equity PLUS Convexity ETF worth $347K as of Q2 2026.
Simplify US Equity PLUS Convexity ETF was a new Envestnet Asset Management position in Q2 2026.
Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4340 holding.
Envestnet Asset Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2021 and has held it in 10 quarters since.
Envestnet Asset Management's Simplify US Equity PLUS Convexity ETF position peaked at $3.52M in Q1 2022.
37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.