EWM
SPYC icon

Evolution Wealth Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Evolution Wealth 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 		$4.97M Buy
108,823
+6,124
+6% +$270K 2.92% 7
2026
Q1 		$4.05M Buy
102,699
+27,738
+37% +$1.16M 2.96% 5
2025
Q4 		$3.2M Buy
74,961
+5,020
+7% +$216K 2.65% 5
2025
Q3 		$3M Buy
69,941
+63,159
+931% +$2.63M 3.08% 4
2025
Q2 		$280K Buy
+6,782
New +$256K 0.35% 55

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
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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Evolution Wealth Management's SPYC Position: Q2 2026 in Review

Evolution Wealth Management increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 6% in Q2 2026, buying an estimated $270K and bringing the position to 108,823 shares worth $4.97M. The position accounts for 2.92% of the portfolio, ranked #7.

Evolution Wealth Management first reported a position in SPYC in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Evolution Wealth Management held 108,823 shares of Simplify US Equity PLUS Convexity ETF worth $4.97M as of Q2 2026.
  • Evolution Wealth Management bought 6,124 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $270K.
  • Simplify US Equity PLUS Convexity ETF made up 2.92% of Evolution Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Evolution Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.