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

Montgomery Financial Services’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 		$59.6K Buy
+1,304
New +$57.5K 0.05% 65

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

Montgomery Financial Services's SPYC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026: 1,304 shares worth $59.6K. The stake represents 0.05% of the portfolio and ranks #65 among its holdings.

37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Montgomery Financial Services held 1,304 shares of Simplify US Equity PLUS Convexity ETF worth $59.6K as of Q2 2026.
  • Simplify US Equity PLUS Convexity ETF was a new Montgomery Financial Services position in Q2 2026.
  • Simplify US Equity PLUS Convexity ETF made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #65 holding.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.