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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Hold	5,556	–	–	﹤0.01%	808
2025 Q4	$237K	Hold	5,556	–	–	﹤0.01%	761
2025 Q3	$238K	Hold	5,556	–	–	﹤0.01%	718
2025 Q2	$230K	Buy	+5,556	New	+$210K	0.01%	699
2025 Q1	–	Sell	-5,556	Closed	-$208K	–	699
2024 Q4	$208K	Buy	5,556 +61	+1%	+$2.36K	0.01%	545
2024 Q3	$208K	Buy	+5,495	New	+$201K	0.01%	412

Other funds holding SPYC

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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 $170M AUM 19.89% 1-Year Est. Return

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Modern Wealth Management's SPYC Position: Q1 2026 in Review

Modern Wealth Management held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q1 2026 at 5,556 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Modern Wealth Management first reported a position in SPYC in Q3 2024 and has held it in 6 quarters since. The position peaked at $238K in Q3 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

Modern Wealth Management held 5,556 shares of Simplify US Equity PLUS Convexity ETF worth $221K as of Q1 2026.
Modern Wealth Management left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q1 2026.
Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #808 holding.
Modern Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2024 and has held it in 6 quarters since.
Modern Wealth Management's Simplify US Equity PLUS Convexity ETF position peaked at $238K in Q3 2025.
31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.