Morgan Stanley
SPYC icon

Morgan Stanley’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Morgan Stanley’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 		$96 Buy
2
+1
+100% +$44 ﹤0.01% 7961
2026
Q1 		$47 Sell
1
-150
-99% -$6.29K ﹤0.01% 7978
2025
Q4 		$6.47K Hold
151
– – ﹤0.01% 7002
2025
Q3 		$6.47K Hold
151
– – ﹤0.01% 7023
2025
Q2 		$6.27K Hold
151
– – ﹤0.01% 6970
2025
Q1 		$5.22K Hold
151
– – ﹤0.01% 6978
2024
Q4 		$5.66K Sell
151
-1
-0.7% -$39 ﹤0.01% 6975
2024
Q3 		$5.74K Sell
152
-85
-36% -$3.11K ﹤0.01% 6872
2024
Q2 		$8.6K Hold
237
– – ﹤0.01% 6724
2024
Q1 		$8.32K Hold
237
– – ﹤0.01% 6762
2023
Q4 		$7.32K Buy
237
+1
+0.4% +$29 ﹤0.01% 6747
2023
Q3 		$6.57K Buy
236
+83
+54% +$2.41K ﹤0.01% 6851
2023
Q2 		$4.45K Buy
153
+3
+2% +$83 ﹤0.01% 7011
2023
Q1 		$4.04K Hold
150
– – ﹤0.01% 7103
2022
Q4 		$3.81K Hold
150
– – ﹤0.01% 7221
2022
Q3 		$4K Hold
150
– – ﹤0.01% 7320
2022
Q2 		$4K Sell
150
-1,011
-87% -$29.3K ﹤0.01% 7464
2022
Q1 		$37K Buy
1,161
+1,011
+674% +$32.1K ﹤0.01% 6846
2021
Q4 		$5K Hold
150
– – ﹤0.01% 7653
2021
Q3 		$5K Hold
150
– – ﹤0.01% 7497
2021
Q2 		$5K Sell
150
-50
-25% -$1.5K ﹤0.01% 7396
2021
Q1 		$6K Buy
+200
New +$5.56K ﹤0.01% 7068

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Morgan Stanley's SPYC Position: Q2 2026 in Review

Morgan Stanley increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 100% in Q2 2026, buying an estimated $44 and bringing the position to 2 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #7961.

Morgan Stanley first reported a position in SPYC in Q1 2021 and has held it in 22 quarters since. The position peaked at $37K in Q1 2022. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Morgan Stanley held 2 shares of Simplify US Equity PLUS Convexity ETF worth $96 as of Q2 2026.
  • Morgan Stanley bought 1 Simplify US Equity PLUS Convexity ETF share in Q2 2026, an estimated $44.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7961 holding.
  • Morgan Stanley first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Simplify US Equity PLUS Convexity ETF position peaked at $37K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.