KFG
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Kingdom Financial Group’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Kingdom Financial Group’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 		$64.3K Sell
1,630
-208
-11% -$8.72K 0.02% 243
2025
Q4 		$78.6K Buy
+1,838
New +$79.1K 0.02% 219

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Kingdom Financial Group's SPYC Position: Q1 2026 in Review

Kingdom Financial Group reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 11% in Q1 2026, selling an estimated $8.72K and leaving 1,630 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #243.

Kingdom Financial Group first reported a position in SPYC in Q4 2025 and has held it in 2 quarters since. The position peaked at $78.6K in Q4 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Kingdom Financial Group held 1,630 shares of Simplify US Equity PLUS Convexity ETF worth $64.3K as of Q1 2026.
  • Kingdom Financial Group sold 208 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $8.72K.
  • Simplify US Equity PLUS Convexity ETF made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #243 holding.
  • Kingdom Financial Group first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Simplify US Equity PLUS Convexity ETF position peaked at $78.6K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.