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

Pineridge 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
2025
Q3 		$301 Hold
7
– – ﹤0.01% 425
2025
Q2 		$290 Buy
+7
New +$265 ﹤0.01% 521

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $349M AUM 13.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Pineridge Advisors's SPYC Position: Q3 2025 in Review

Pineridge Advisors held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q3 2025 at 7 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Pineridge Advisors first reported a position in SPYC in Q2 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SPYC as of Q3 2025.

  • Pineridge Advisors held 7 shares of Simplify US Equity PLUS Convexity ETF worth $301 as of Q3 2025.
  • Pineridge Advisors left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q3 2025.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #425 holding.
  • Pineridge Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.