Fiduciary Alliance
SPYC icon

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

Fiduciary Alliance’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
Q3 		$570K Sell
12,516
-203
-2% -$9.37K 0.04% 293
2026
Q2 		$581K Buy
12,719
+19
+0.1% +$838 0.04% 340
2026
Q1 		$540K Sell
12,700
-93
-0.7% -$3.9K 0.03% 361
2025
Q4 		$547K Sell
12,793
-503
-4% -$21.6K 0.04% 328
2025
Q3 		$570K Sell
13,296
-472
-3% -$19.6K 0.04% 322
2025
Q2 		$569K Sell
13,768
-529
-4% -$20K 0.04% 310
2025
Q1 		$492K Sell
14,297
-491
-3% -$18.3K 0.05% 254
2024
Q4 		$553K Buy
+14,788
New +$572K 0.06% 223

Other funds holding SPYC

E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Fiduciary Alliance's SPYC Position: Q3 2026 in Review

Fiduciary Alliance reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 1.6% in Q3 2026, selling an estimated $9.37K and leaving 12,516 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #293.

Fiduciary Alliance first reported a position in SPYC in Q4 2024 and has held it in 8 quarters since. The position peaked at $581K in Q2 2026. 6 funds tracked by Wall St. Rank hold SPYC as of Q3 2026.

  • Fiduciary Alliance held 12,516 shares of Simplify US Equity PLUS Convexity ETF worth $570K as of Q3 2026.
  • Fiduciary Alliance sold 203 Simplify US Equity PLUS Convexity ETF shares in Q3 2026, an estimated $9.37K.
  • Simplify US Equity PLUS Convexity ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #293 holding.
  • Fiduciary Alliance first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and has held it in 8 quarters since.
  • Fiduciary Alliance's Simplify US Equity PLUS Convexity ETF position peaked at $581K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.