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Richard W. Paul & Associates’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Richard W. Paul & Associates’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
Q4 		– Sell
-22
Closed -$947 – 321
2025
Q3 		$947 Hold
22
– – ﹤0.01% 306
2025
Q2 		$911 Buy
+22
New +$832 ﹤0.01% 323

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Richard W. Paul & Associates's SPYC Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q4 2025, closing a stake of 22 shares — an estimated $947 sold.

Richard W. Paul & Associates first reported a position in SPYC in Q2 2025 and held it in 2 quarters. The position peaked at $947 in Q3 2025. 28 funds tracked by Wall St. Rank hold SPYC as of Q4 2025.

  • Richard W. Paul & Associates reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q4 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 22 Simplify US Equity PLUS Convexity ETF shares in Q4 2025, an estimated $947.
  • Richard W. Paul & Associates first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and held it in 2 quarters.
  • Richard W. Paul & Associates's Simplify US Equity PLUS Convexity ETF position peaked at $947 in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.