JY
SPYC icon

Jeff Yass’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Jeff Yass’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
2025
Q4 		– Sell
-6,803
Closed -$292K – 13558
2025
Q3 		$292K Buy
6,803
+951
+16% +$39.5K ﹤0.01% 10173
2025
Q2 		$242K Buy
+5,852
New +$221K ﹤0.01% 10825
2024
Q2 		– Sell
-11,393
Closed -$399K – 13183
2024
Q1 		$399K Buy
11,393
+1,514
+15% +$49.5K ﹤0.01% 9042
2023
Q4 		$305K Buy
+9,879
New +$285K ﹤0.01% 9806

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jeff Yass's SPYC Position: Q4 2025 in Review

Jeff Yass sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q4 2025, closing a stake of 6,803 shares — an estimated $292K sold.

Jeff Yass first reported a position in SPYC in Q4 2023 and held it in 4 quarters. The position peaked at $399K in Q1 2024. 28 funds tracked by Wall St. Rank hold SPYC as of Q4 2025.

  • Jeff Yass reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 6,803 Simplify US Equity PLUS Convexity ETF shares in Q4 2025, an estimated $292K.
  • Jeff Yass first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2023 and held it in 4 quarters.
  • Jeff Yass's Simplify US Equity PLUS Convexity ETF position peaked at $399K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.