HBS
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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
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

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
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

Howard Bailey Securities's SPYC Position: Q2 2026 in Review

Howard Bailey Securities reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 1.6% in Q2 2026, selling an estimated $7.72K and leaving 10,461 shares worth $478K. The position accounts for 0.18% of the portfolio, ranked #62.

Howard Bailey Securities first reported a position in SPYC in Q2 2025 and has held it in 5 quarters since. The position peaked at $536K in Q3 2025. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Howard Bailey Securities held 10,461 shares of Simplify US Equity PLUS Convexity ETF worth $478K as of Q2 2026.
  • Howard Bailey Securities sold 175 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $7.72K.
  • Simplify US Equity PLUS Convexity ETF made up 0.18% of Howard Bailey Securities's portfolio in Q2 2026, its #62 holding.
  • Howard Bailey Securities first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 5 quarters since.
  • Howard Bailey Securities's Simplify US Equity PLUS Convexity ETF position peaked at $536K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.