KFG
SPYC icon

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
Q2 		$68.8K Sell
1,506
-124
-8% -$5.47K 0.02% 224
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 $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Kingdom Financial Group's SPYC Position: Q2 2026 in Review

Kingdom Financial Group reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 7.6% in Q2 2026, selling an estimated $5.47K and leaving 1,506 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #224.

Kingdom Financial Group first reported a position in SPYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.6K in Q4 2025. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Kingdom Financial Group held 1,506 shares of Simplify US Equity PLUS Convexity ETF worth $68.8K as of Q2 2026.
  • Kingdom Financial Group sold 124 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $5.47K.
  • Simplify US Equity PLUS Convexity ETF made up 0.02% of Kingdom Financial Group's portfolio in Q2 2026, its #224 holding.
  • Kingdom Financial Group first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Simplify US Equity PLUS Convexity ETF position peaked at $78.6K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.