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Lloyd Advisory Services’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Lloyd Advisory Services’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
-38,793
-96% -$1.63M 0.02% 243
2025
Q4 		$1.73M Buy
40,423
+2,460
+6% +$106K 0.67% 25
2025
Q3 		$1.63M Sell
37,963
-1,015
-3% -$42.2K 0.77% 25
2025
Q2 		$1.61M Buy
+38,978
New +$1.47M 0.78% 28

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

Lloyd Advisory Services's SPYC Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 96% in Q1 2026, selling an estimated $1.63M and leaving 1,630 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #243.

Lloyd Advisory Services first reported a position in SPYC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.73M in Q4 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Lloyd Advisory Services held 1,630 shares of Simplify US Equity PLUS Convexity ETF worth $64.3K as of Q1 2026.
  • Lloyd Advisory Services sold 38,793 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $1.63M.
  • Simplify US Equity PLUS Convexity ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #243 holding.
  • Lloyd Advisory Services first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Simplify US Equity PLUS Convexity ETF position peaked at $1.73M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.