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Park Square Financial Group’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-207
Closed -$8.55K – 855
2025
Q2 		$8.55K Buy
+207
New +$7.83K 0.01% 628

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $871M AUM 12.19% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Park Square Financial Group's SPYC Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q3 2025, closing a stake of 207 shares — an estimated $8.55K sold.

Park Square Financial Group first reported a position in SPYC in Q2 2025 and held it in 1 quarter. The position peaked at $8.55K in Q2 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 207 Simplify US Equity PLUS Convexity ETF shares in Q3 2025, an estimated $8.55K.
  • Park Square Financial Group first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and held it in 1 quarter.
  • Park Square Financial Group's Simplify US Equity PLUS Convexity ETF position peaked at $8.55K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.