IWC
SPYC icon

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
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 $440M AUM 17.66% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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 $1.66B AUM 25.91% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return