Networth Advisors
SPYC icon

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
Q3 		$21.1K Buy
464
+20
+5% +$923 0.01% 145
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Austin Wealth Management
Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Networth Advisors's SPYC Position: Q3 2026 in Review

Networth Advisors increased its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 4.5% in Q3 2026, buying an estimated $923 and bringing the position to 464 shares worth $21.1K. 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 4 quarters since. 26 funds tracked by Wall St. Rank hold SPYC as of Q3 2026.

  • Networth Advisors held 464 shares of Simplify US Equity PLUS Convexity ETF worth $21.1K as of Q3 2026.
  • Networth Advisors bought 20 Simplify US Equity PLUS Convexity ETF shares in Q3 2026, an estimated $923.
  • Simplify US Equity PLUS Convexity ETF made up 0.01% of Networth Advisors's portfolio in Q3 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 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.