PA
SPYC icon

Parallel Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Parallel 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
2023
Q2 		– Sell
-250
Closed -$6.72K – 3512
2023
Q1 		$6.72K Hold
250
– – ﹤0.01% 2298
2022
Q4 		$6.34K Hold
250
– – ﹤0.01% 2223
2022
Q3 		$6K Buy
+250
New +$6.91K ﹤0.01% 2232
2022
Q1 		– Sell
-150
Closed -$5K – 3261
2021
Q4 		$5K Buy
+150
New +$4.97K ﹤0.01% 2422

Other funds holding SPYC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Parallel Advisors's SPYC Position: Q2 2023 in Review

Parallel Advisors sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2023, closing a stake of 250 shares — an estimated $6.72K sold.

Parallel Advisors first reported a position in SPYC in Q4 2021 and held it in 4 quarters. The position peaked at $6.72K in Q1 2023. 18 funds tracked by Wall St. Rank hold SPYC as of Q2 2023.

  • Parallel Advisors reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2023 after selling out during the quarter.
  • Parallel Advisors sold 250 Simplify US Equity PLUS Convexity ETF shares in Q2 2023, an estimated $6.72K.
  • Parallel Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2021 and held it in 4 quarters.
  • Parallel Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $6.72K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.