MWM
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Modern Wealth Management’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Modern Wealth Management’s Portfolio SPYC Stock Details SPYC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
+5,556
New +$230K 0.01% 689
2025
Q1 		– Sell
-5,556
Closed -$208K – 697
2024
Q4 		$208K Buy
5,556
+61
+1% +$2.28K 0.01% 544
2024
Q3 		$208K Buy
+5,495
New +$208K 0.01% 412