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 Q2	$1.57M	Buy	34,274 +32,644	+2,003%	+$1.44M	0.61%	27
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 $473M AUM 18.73% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

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

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

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Lloyd Advisory Services's SPYC Position: Q2 2026 in Review

Lloyd Advisory Services increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 2,003% in Q2 2026, buying an estimated $1.44M and bringing the position to 34,274 shares worth $1.57M. The position accounts for 0.61% of the portfolio, ranked #27.

Lloyd Advisory Services first reported a position in SPYC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q4 2025. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

Lloyd Advisory Services held 34,274 shares of Simplify US Equity PLUS Convexity ETF worth $1.57M as of Q2 2026.
Lloyd Advisory Services bought 32,644 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $1.44M.
Simplify US Equity PLUS Convexity ETF made up 0.61% of Lloyd Advisory Services's portfolio in Q2 2026, its #27 holding.
Lloyd Advisory Services first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 5 quarters since.
Lloyd Advisory Services's Simplify US Equity PLUS Convexity ETF position peaked at $1.73M in Q4 2025.
37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.