LPL Financial
SPYC icon

LPL Financial’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

LPL Financial’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 		$570K Buy
12,480
+1,152
+10% +$50.8K ﹤0.01% 4910
2026
Q1 		$447K Buy
11,328
+129
+1% +$5.41K ﹤0.01% 4862
2025
Q4 		$479K Sell
11,199
-74,993
-87% -$3.23M ﹤0.01% 4755
2025
Q3 		$3.69M Buy
86,192
+73,919
+602% +$3.07M ﹤0.01% 2747
2025
Q2 		$507K Buy
12,273
+3,355
+38% +$127K ﹤0.01% 4380
2025
Q1 		$307K Buy
+8,918
New +$332K ﹤0.01% 4556

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
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

LPL Financial's SPYC Position: Q2 2026 in Review

LPL Financial increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 10% in Q2 2026, buying an estimated $50.8K and bringing the position to 12,480 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #4910.

LPL Financial first reported a position in SPYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.69M in Q3 2025. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • LPL Financial held 12,480 shares of Simplify US Equity PLUS Convexity ETF worth $570K as of Q2 2026.
  • LPL Financial bought 1,152 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $50.8K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4910 holding.
  • LPL Financial first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's Simplify US Equity PLUS Convexity ETF position peaked at $3.69M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

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