GRP
SPYC icon

Global Retirement Partners’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-20
Closed -$828 – 4018
2025
Q2 		$828 Buy
+20
New +$756 ﹤0.01% 3486

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IWC
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E
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AWM
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LPL Financial
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Commonwealth Equity Services
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EWM
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LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return