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SPYC icon

LifeWealth Investments’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

LifeWealth Investments’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 		– Sell
-5,698
Closed -$244K – 163
2025
Q4 		$244K Sell
5,698
-504
-8% -$21.7K 0.08% 137
2025
Q3 		$266K Buy
6,202
+160
+3% +$6.65K 0.09% 118
2025
Q2 		$250K Buy
+6,042
New +$228K 0.09% 131

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
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 $1.48B AUM 24.99% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LifeWealth Investments's SPYC Position: Q1 2026 in Review

LifeWealth Investments sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2026, closing a stake of 5,698 shares — an estimated $244K sold.

LifeWealth Investments first reported a position in SPYC in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • LifeWealth Investments reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 5,698 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $244K.
  • LifeWealth Investments first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and held it in 3 quarters.
  • LifeWealth Investments's Simplify US Equity PLUS Convexity ETF position peaked at $266K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.