Raymond James Financial
SPYC icon

Raymond James Financial’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Raymond James Financial’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
-1,157
Closed -$47.8K – 6529
2025
Q2 		$47.8K Buy
+1,157
New +$43.8K ﹤0.01% 5196

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
AWM
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 $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

Raymond James Financial's SPYC Position: Q3 2025 in Review

Raymond James Financial sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q3 2025, closing a stake of 1,157 shares — an estimated $47.8K sold.

Raymond James Financial first reported a position in SPYC in Q2 2025 and held it in 1 quarter. The position peaked at $47.8K in Q2 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q3 2025.

  • Raymond James Financial reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,157 Simplify US Equity PLUS Convexity ETF shares in Q3 2025, an estimated $47.8K.
  • Raymond James Financial first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Simplify US Equity PLUS Convexity ETF position peaked at $47.8K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.