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Noble Wealth Management PBC’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Noble Wealth Management PBC’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 		$607K Sell
13,279
-1,240
-9% -$54.7K 0.27% 93
2026
Q1 		$573K Sell
14,519
-100
-0.7% -$4.2K 0.29% 80
2025
Q4 		$625K Sell
14,619
-70
-0.5% -$3.01K 0.31% 74
2025
Q3 		$630K Buy
+14,689
New +$611K 0.34% 75
2025
Q1 		$506K Hold
14,689
– – 0.35% 84
2024
Q4 		$550K Buy
+14,689
New +$568K 0.38% 73

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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Noble Wealth Management PBC's SPYC Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 8.5% in Q2 2026, selling an estimated $54.7K and leaving 13,279 shares worth $607K. The position accounts for 0.27% of the portfolio, ranked #93.

Noble Wealth Management PBC first reported a position in SPYC in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q3 2025. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Noble Wealth Management PBC held 13,279 shares of Simplify US Equity PLUS Convexity ETF worth $607K as of Q2 2026.
  • Noble Wealth Management PBC sold 1,240 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $54.7K.
  • Simplify US Equity PLUS Convexity ETF made up 0.27% of Noble Wealth Management PBC's portfolio in Q2 2026, its #93 holding.
  • Noble Wealth Management PBC first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Simplify US Equity PLUS Convexity ETF position peaked at $630K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.