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Integrated Wealth Management (Ohio)’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Integrated Wealth Management (Ohio)’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 		$217K Buy
+4,759
New +$210K 0.23% 86
2026
Q1 		– Sell
-4,818
Closed -$206K – 103
2025
Q4 		$206K Buy
+4,818
New +$207K 0.23% 89

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Integrated Wealth Management (Ohio)'s SPYC Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026: 4,759 shares worth $217K. The stake represents 0.23% of the portfolio and ranks #86 among its holdings. This is a return to the name: Integrated Wealth Management (Ohio) previously reported a position in SPYC as recently as Q4 2025.

Integrated Wealth Management (Ohio) first reported a position in SPYC in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 4,759 shares of Simplify US Equity PLUS Convexity ETF worth $217K as of Q2 2026.
  • Simplify US Equity PLUS Convexity ETF was a new Integrated Wealth Management (Ohio) position in Q2 2026.
  • Simplify US Equity PLUS Convexity ETF made up 0.23% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #86 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.