Osaic Holdings
SPYC icon

Osaic Holdings’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Osaic Holdings’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
Q1 		$670 Buy
+17
New +$713 ﹤0.01% 7375
2025
Q1 		– Sell
-1,613
Closed -$60.4K – 7691
2024
Q4 		$60.4K Sell
1,613
-145
-8% -$5.61K ﹤0.01% 4568
2024
Q3 		$66.4K Hold
1,758
– – ﹤0.01% 4535
2024
Q2 		$63.7K Sell
1,758
-1,277
-42% -$44.2K ﹤0.01% 4488
2024
Q1 		$106K Sell
3,035
-301
-9% -$9.85K ﹤0.01% 4200
2023
Q4 		$103K Buy
3,336
+12
+0.4% +$347 ﹤0.01% 4425
2023
Q3 		$92.5K Sell
3,324
-439
-12% -$12.8K ﹤0.01% 4567
2023
Q2 		$110K Buy
3,763
+312
+9% +$8.59K ﹤0.01% 4368
2023
Q1 		$92.8K Sell
3,451
-619
-15% -$16.3K ﹤0.01% 4515
2022
Q4 		$104K Sell
4,070
-844
-17% -$21.9K ﹤0.01% 4404
2022
Q3 		$127K Sell
4,914
-745
-13% -$20.6K ﹤0.01% 4158
2022
Q2 		$150K Sell
5,659
-856
-13% -$24.8K ﹤0.01% 4069
2022
Q1 		$209K Sell
6,515
-1,809
-22% -$57.5K ﹤0.01% 3995
2021
Q4 		$287K Sell
8,324
-1,100
-12% -$36.5K ﹤0.01% 3615
2021
Q3 		$290K Sell
9,424
-11,655
-55% -$371K ﹤0.01% 3568
2021
Q2 		$646K Hold
21,079
– – ﹤0.01% 2748
2021
Q1 		$599K Sell
21,079
-1,190
-5% -$33.1K ﹤0.01% 2692
2020
Q4 		$601K Buy
22,269
+21,054
+1,733% +$541K ﹤0.01% 2477
2020
Q3 		$30K Buy
+1,215
New +$29.4K ﹤0.01% 4666

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $397M AUM 11.67% 1-Year Est. Return

Osaic Holdings's SPYC Position: Q1 2026 in Review

Osaic Holdings opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2026: 17 shares worth $670. The stake represents ﹤0.01% of the portfolio and ranks #7375 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in SPYC as recently as Q4 2024.

Osaic Holdings first reported a position in SPYC in Q3 2020 and has held it in 19 quarters since. The position peaked at $646K in Q2 2021. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Osaic Holdings held 17 shares of Simplify US Equity PLUS Convexity ETF worth $670 as of Q1 2026.
  • Simplify US Equity PLUS Convexity ETF was a new Osaic Holdings position in Q1 2026.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7375 holding.
  • Osaic Holdings first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2020 and has held it in 19 quarters since.
  • Osaic Holdings's Simplify US Equity PLUS Convexity ETF position peaked at $646K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.