Howard Bailey Securities
SPYC icon

Howard Bailey Securities’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Howard Bailey Securities’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 		$441K Sell
9,677
-784
-7% -$36.2K 0.17% 57
2026
Q2 		$478K Sell
10,461
-175
-2% -$7.72K 0.18% 62
2026
Q1 		$420K Sell
10,636
-410
-4% -$17.2K 0.17% 80
2025
Q4 		$472K Sell
11,046
-1,471
-12% -$63.3K 0.19% 76
2025
Q3 		$536K Buy
12,517
+213
+2% +$8.86K 0.15% 74
2025
Q2 		$508K Buy
+12,304
New +$465K 0.16% 71

Other funds holding SPYC

EntreWealth
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
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Bailey Securities's SPYC Position: Q3 2026 in Review

Howard Bailey Securities reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 7.5% in Q3 2026, selling an estimated $36.2K and leaving 9,677 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #57.

Howard Bailey Securities first reported a position in SPYC in Q2 2025 and has held it in 6 quarters since. The position peaked at $536K in Q3 2025. 9 funds tracked by Wall St. Rank hold SPYC as of Q3 2026.

  • Howard Bailey Securities held 9,677 shares of Simplify US Equity PLUS Convexity ETF worth $441K as of Q3 2026.
  • Howard Bailey Securities sold 784 Simplify US Equity PLUS Convexity ETF shares in Q3 2026, an estimated $36.2K.
  • Simplify US Equity PLUS Convexity ETF made up 0.17% of Howard Bailey Securities's portfolio in Q3 2026, its #57 holding.
  • Howard Bailey Securities first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 6 quarters since.
  • Howard Bailey Securities's Simplify US Equity PLUS Convexity ETF position peaked at $536K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2026.

Based on Howard Bailey Securities's 13F filing for Q3 2026, filed 27 Oct 2026.