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Integrated Wealth Concepts’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Integrated Wealth Concepts’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 		$14.9M Buy
326,617
+33,578
+11% +$1.48M 0.07% 255
2026
Q1 		$11.6M Sell
293,039
-30,859
-10% -$1.29M 0.09% 225
2025
Q4 		$13.8M Buy
323,898
+73,490
+29% +$3.16M 0.16% 122
2025
Q3 		$10.7M Buy
250,408
+20,567
+9% +$855K 0.1% 201
2025
Q2 		$9.5M Sell
229,841
-16,943
-7% -$641K 0.1% 194
2025
Q1 		$8.5M Sell
246,784
-54,078
-18% -$2.02M 0.1% 194
2024
Q4 		$11.3M Buy
300,862
+12,551
+4% +$486K 0.13% 152
2024
Q3 		$10.9M Buy
288,311
+8,345
+3% +$306K 0.13% 157
2024
Q2 		$10.1M Buy
279,966
+49,623
+22% +$1.72M 0.14% 153
2024
Q1 		$8.07M Buy
230,343
+8,340
+4% +$273K 0.12% 191
2023
Q4 		$6.85M Sell
222,003
-50,601
-19% -$1.46M 0.11% 196
2023
Q3 		$7.59M Buy
272,604
+2,743
+1% +$79.8K 0.13% 168
2023
Q2 		$7.85M Sell
269,861
-33,901
-11% -$933K 0.13% 165
2023
Q1 		$8.17M Sell
303,762
-38,876
-11% -$1.03M 0.17% 133
2022
Q4 		$8.69M Buy
+342,638
New +$8.89M 0.24% 92

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Integrated Wealth Concepts's SPYC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 11% in Q2 2026, buying an estimated $1.48M and bringing the position to 326,617 shares worth $14.9M. The position accounts for 0.07% of the portfolio, ranked #255.

Integrated Wealth Concepts first reported a position in SPYC in Q4 2022 and has held it in 15 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Integrated Wealth Concepts held 326,617 shares of Simplify US Equity PLUS Convexity ETF worth $14.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 33,578 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $1.48M.
  • Simplify US Equity PLUS Convexity ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #255 holding.
  • Integrated Wealth Concepts first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2022 and has held it in 15 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.