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 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

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

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

Fiduciary Alliance's SPYC Position: Q2 2026 in Review

Fiduciary Alliance increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 0.15% in Q2 2026, buying an estimated $838 and bringing the position to 12,719 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #340.

Fiduciary Alliance first reported a position in SPYC in Q4 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

Fiduciary Alliance held 12,719 shares of Simplify US Equity PLUS Convexity ETF worth $581K as of Q2 2026.
Fiduciary Alliance bought 19 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $838.
Simplify US Equity PLUS Convexity ETF made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #340 holding.
Fiduciary Alliance first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.