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Networth Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Networth Advisors’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 		$20.3K Sell
444
-9
-2% -$397 0.01% 145
2026
Q1 		$17.9K Sell
453
-37
-8% -$1.55K 0.01% 144
2025
Q4 		$21K Buy
+490
New +$21.1K 0.02% 110

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 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
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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Networth Advisors's SPYC Position: Q2 2026 in Review

Networth Advisors reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 2% in Q2 2026, selling an estimated $397 and leaving 444 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #145.

Networth Advisors first reported a position in SPYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q4 2025. 15 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Networth Advisors held 444 shares of Simplify US Equity PLUS Convexity ETF worth $20.3K as of Q2 2026.
  • Networth Advisors sold 9 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $397.
  • Simplify US Equity PLUS Convexity ETF made up 0.01% of Networth Advisors's portfolio in Q2 2026, its #145 holding.
  • Networth Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $21K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.