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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
Q3 		$605K Hold
13,279
– – 0.27% 94
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

EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Noble Wealth Management PBC's SPYC Position: Q3 2026 in Review

Noble Wealth Management PBC held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q3 2026 at 13,279 shares worth $605K. The position accounts for 0.27% of the portfolio, ranked #94.

Noble Wealth Management PBC first reported a position in SPYC in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q3 2025. 9 funds tracked by Wall St. Rank hold SPYC as of Q3 2026.

  • Noble Wealth Management PBC held 13,279 shares of Simplify US Equity PLUS Convexity ETF worth $605K as of Q3 2026.
  • Noble Wealth Management PBC left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q3 2026.
  • Simplify US Equity PLUS Convexity ETF made up 0.27% of Noble Wealth Management PBC's portfolio in Q3 2026, its #94 holding.
  • Noble Wealth Management PBC first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Simplify US Equity PLUS Convexity ETF position peaked at $630K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.