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
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 $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

LPL Financial's SPYC Position: Q1 2026 in Review

LPL Financial increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 1.2% in Q1 2026, buying an estimated $5.41K and bringing the position to 11,328 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #4862.

LPL Financial first reported a position in SPYC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.69M in Q3 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • LPL Financial held 11,328 shares of Simplify US Equity PLUS Convexity ETF worth $447K as of Q1 2026.
  • LPL Financial bought 129 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $5.41K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4862 holding.
  • LPL Financial first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's Simplify US Equity PLUS Convexity ETF position peaked at $3.69M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.