OPS
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Orion Portfolio Solutions’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Orion Portfolio Solutions’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
2022
Q1 		– Sell
-7,021
Closed -$242K – 757
2021
Q4 		$242K Buy
+7,021
New +$233K 0.01% 634

Other funds holding SPYC

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Orion Portfolio Solutions's SPYC Position: Q1 2022 in Review

Orion Portfolio Solutions sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2022, closing a stake of 7,021 shares — an estimated $242K sold.

Orion Portfolio Solutions first reported a position in SPYC in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 19 funds tracked by Wall St. Rank hold SPYC as of Q1 2022.

  • Orion Portfolio Solutions reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,021 Simplify US Equity PLUS Convexity ETF shares in Q1 2022, an estimated $242K.
  • Orion Portfolio Solutions first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2021 and held it in 1 quarter.
  • Orion Portfolio Solutions's Simplify US Equity PLUS Convexity ETF position peaked at $242K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2022.

Based on Orion Portfolio Solutions's 13F filing for Q1 2022, filed 19 May 2022.