Fidelity Investments
SPYC icon

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

Fidelity Investments’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
2024
Q2 		– Sell
-2
Closed -$70 – 5619
2024
Q1 		$70 Buy
+2
New +$65 ﹤0.01% 5002
2023
Q3 		– Sell
-2
Closed -$58 – 5501
2023
Q2 		$58 Buy
+2
New +$55 ﹤0.01% 5004
2022
Q1 		– Sell
-1
Closed – – 5448
2021
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 4891

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity Investments's SPYC Position: Q2 2024 in Review

Fidelity Investments sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2024, closing a stake of 2 shares — an estimated $70 sold.

Fidelity Investments first reported a position in SPYC in Q4 2021 and held it in 3 quarters. The position peaked at $70 in Q1 2024. 14 funds tracked by Wall St. Rank hold SPYC as of Q2 2024.

  • Fidelity Investments reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 2 Simplify US Equity PLUS Convexity ETF shares in Q2 2024, an estimated $70.
  • Fidelity Investments first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2021 and held it in 3 quarters.
  • Fidelity Investments's Simplify US Equity PLUS Convexity ETF position peaked at $70 in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.