SCA
SPYC icon

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

Stonebridge Capital 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
2021
Q2 		– Sell
-503
Closed -$14K – 1012
2021
Q1 		$14K Buy
+503
New +$14K ﹤0.01% 577

Other funds holding SPYC

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stonebridge Capital Advisors's SPYC Position: Q2 2021 in Review

Stonebridge Capital Advisors sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2021, closing a stake of 503 shares — an estimated $14K sold.

Stonebridge Capital Advisors first reported a position in SPYC in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 20 funds tracked by Wall St. Rank hold SPYC as of Q2 2021.

  • Stonebridge Capital Advisors reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 503 Simplify US Equity PLUS Convexity ETF shares in Q2 2021, an estimated $14K.
  • Stonebridge Capital Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2021 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $14K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.