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SPYC icon

Transce3nd’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Transce3nd’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
-443
Closed -$18.3K – 1008
2025
Q2 		$18.3K Buy
+443
New +$16.8K 0.01% 465

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Transce3nd's SPYC Position: Q3 2025 in Review

Transce3nd sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q3 2025, closing a stake of 443 shares — an estimated $18.3K sold.

Transce3nd first reported a position in SPYC in Q2 2025 and held it in 1 quarter. The position peaked at $18.3K in Q2 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q3 2025.

  • Transce3nd reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 443 Simplify US Equity PLUS Convexity ETF shares in Q3 2025, an estimated $18.3K.
  • Transce3nd first reported a position in Simplify US Equity PLUS Convexity ETF in Q2 2025 and held it in 1 quarter.
  • Transce3nd's Simplify US Equity PLUS Convexity ETF position peaked at $18.3K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.