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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
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 $440M AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Alliance's SPYC Position: Q1 2026 in Review

Fiduciary Alliance reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 0.73% in Q1 2026, selling an estimated $3.9K and leaving 12,700 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #361.

Fiduciary Alliance first reported a position in SPYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $570K in Q3 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Fiduciary Alliance held 12,700 shares of Simplify US Equity PLUS Convexity ETF worth $540K as of Q1 2026.
  • Fiduciary Alliance sold 93 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $3.9K.
  • Simplify US Equity PLUS Convexity ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #361 holding.
  • Fiduciary Alliance first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Alliance's Simplify US Equity PLUS Convexity ETF position peaked at $570K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.