Modern Wealth Management
SPYC icon

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
Q2 		$254K Hold
5,556
– – ﹤0.01% 942
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
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AE Wealth Management
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 $871M AUM 12.19% 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 7.64% 1-Year Est. Return

Modern Wealth Management's SPYC Position: Q2 2026 in Review

Modern Wealth Management held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q2 2026 at 5,556 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Modern Wealth Management first reported a position in SPYC in Q3 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Modern Wealth Management held 5,556 shares of Simplify US Equity PLUS Convexity ETF worth $254K as of Q2 2026.
  • Modern Wealth Management left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q2 2026.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #942 holding.
  • Modern Wealth Management first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2024 and has held it in 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.