FEG
SPYC icon

Financial Enhancement Group’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Financial Enhancement Group’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 		$1.5M Sell
32,796
-995
-3% -$43.9K 0.18% 78
2026
Q1 		$1.46M Sell
33,791
-58
-0.2% -$2.43K 0.18% 83
2025
Q4 		$1.44M Buy
33,849
+438
+1% +$18.8K 0.19% 83
2025
Q3 		$1.45M Sell
33,411
-354
-1% -$14.7K 0.19% 81
2025
Q2 		$1.39M Sell
33,765
-1,660
-5% -$62.8K 0.2% 80
2025
Q1 		$1.23M Sell
35,425
-235,500
-87% -$8.78M 0.19% 74
2024
Q4 		$10.1M Sell
270,925
-294,136
-52% -$11.4M 1.54% 24
2024
Q3 		$15.2M Buy
565,061
+296,991
+111% +$10.9M 2.95% 8
2024
Q2 		$9.61M Sell
268,070
-4,538
-2% -$157K 1.55% 24
2024
Q1 		$9.2M Sell
272,608
-26,897
-9% -$880K 1.51% 22
2023
Q4 		$9.15M Buy
299,505
+5,626
+2% +$163K 1.61% 21
2023
Q3 		$8.32M Sell
293,879
-1,213
-0.4% -$35.3K 1.6% 19
2023
Q2 		$8.73M Sell
295,092
-269,969
-48% -$7.43M 1.61% 20
2023
Q1 		$15.2M Sell
565,061
-19,384
-3% -$511K 2.95% 8
2022
Q4 		$15.9M Buy
584,445
+550,134
+1,603% +$14.3M 3.05% 5
2022
Q3 		$887K Sell
34,311
-311,423
-90% -$8.61M 0.21% 66
2022
Q2 		$9.17M Sell
345,734
-565,007
-62% -$16.4M 1.98% 13
2022
Q1 		$29.2M Sell
910,741
-1,943
-0.2% -$61.8K 5.41% 4
2021
Q4 		$31.5M Buy
912,684
+50,648
+6% +$1.68M 5.53% 3
2021
Q3 		$26.4M Sell
862,036
-4,671
-0.5% -$149K 5% 6
2021
Q2 		$26.6M Sell
866,707
-1,488,952
-63% -$44.7M 5.45% 2
2021
Q1 		$67M Buy
2,355,659
+502,033
+27% +$14M 13.67% 1
2020
Q4 		$50.1M Buy
+1,853,626
New +$47.6M 10.64% 1

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
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
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

Financial Enhancement Group's SPYC Position: Q2 2026 in Review

Financial Enhancement Group reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 2.9% in Q2 2026, selling an estimated $43.9K and leaving 32,796 shares worth $1.5M. The position accounts for 0.18% of the portfolio, ranked #78.

Financial Enhancement Group first reported a position in SPYC in Q4 2020 and has held it in 23 quarters since. The position peaked at $67M in Q1 2021. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Financial Enhancement Group held 32,796 shares of Simplify US Equity PLUS Convexity ETF worth $1.5M as of Q2 2026.
  • Financial Enhancement Group sold 995 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $43.9K.
  • Simplify US Equity PLUS Convexity ETF made up 0.18% of Financial Enhancement Group's portfolio in Q2 2026, its #78 holding.
  • Financial Enhancement Group first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2020 and has held it in 23 quarters since.
  • Financial Enhancement Group's Simplify US Equity PLUS Convexity ETF position peaked at $67M in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.