Leelyn Smith’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-74	Closed	-$1.87K	–	382
2022 Q4	$1.87K	Hold	74	–	–	﹤0.01%	410
2022 Q3	$2K	Buy	74 +1	+1%	+$28	﹤0.01%	432
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	363
2022 Q1	$2K	Hold	73	–	–	﹤0.01%	340
2021 Q4	$3K	Buy	73 +1	+1%	+$33	﹤0.01%	346
2021 Q3	$2K	Hold	72	–	–	﹤0.01%	340
2021 Q2	$2K	Hold	72	–	–	﹤0.01%	339
2021 Q1	$2K	Buy	+72	New	+$2K	﹤0.01%	358

Other funds holding SPYC

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Leelyn Smith's SPYC Position: Q1 2023 in Review

Leelyn Smith sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2023, closing a stake of 74 shares — an estimated $1.87K sold.

Leelyn Smith first reported a position in SPYC in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 15 funds tracked by Wall St. Rank hold SPYC as of Q1 2023.

Leelyn Smith reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 74 Simplify US Equity PLUS Convexity ETF shares in Q1 2023, an estimated $1.87K.
Leelyn Smith first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2021 and held it in 8 quarters.
Leelyn Smith's Simplify US Equity PLUS Convexity ETF position peaked at $3K in Q4 2021.
15 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.