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

UBS Group’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
2026 Q1	$19.3K	Buy	+488	New	+$20.5K	﹤0.01%	7965
2025 Q4	–	Sell	-548	Closed	-$23.5K	–	11125
2025 Q3	$23.5K	Buy	+548	New	+$22.8K	﹤0.01%	8051
2024 Q4	–	Sell	-55	Closed	-$2.08K	–	10368
2024 Q3	$2.08K	Buy	+55	New	+$2.01K	﹤0.01%	8504
2024 Q2	–	Sell	-5,776	Closed	-$202K	–	10054
2024 Q1	$202K	Buy	5,776 +4,312	+295%	+$141K	﹤0.01%	5847
2023 Q4	$45.2K	Sell	1,464 -1,158	-44%	-$33.5K	﹤0.01%	6593
2023 Q3	$73K	Buy	2,622 +2,411	+1,143%	+$70.1K	﹤0.01%	6052
2023 Q2	$6.14K	Sell	211 -494	-70%	-$13.6K	﹤0.01%	7391
2023 Q1	$19K	Sell	705 -1,292	-65%	-$34.1K	﹤0.01%	7121
2022 Q4	$50.7K	Sell	1,997 -232	-10%	-$6.02K	﹤0.01%	6763
2022 Q3	$58K	Buy	2,229 +2,065	+1,259%	+$57.1K	﹤0.01%	6203
2022 Q2	$4K	Buy	+164	New	+$4.75K	﹤0.01%	9123
2022 Q1	–	Sell	-632	Closed	-$22K	–	10857
2021 Q4	$22K	Buy	+632	New	+$20.9K	﹤0.01%	7743

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

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 $137M AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

UBS Group's SPYC Position: Q1 2026 in Review

UBS Group opened a new position in Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2026: 488 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #7965 among its holdings. This is a return to the name: UBS Group previously reported a position in SPYC as recently as Q3 2025.

UBS Group first reported a position in SPYC in Q4 2021 and has held it in 12 quarters since. The position peaked at $202K in Q1 2024. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

UBS Group held 488 shares of Simplify US Equity PLUS Convexity ETF worth $19.3K as of Q1 2026.
Simplify US Equity PLUS Convexity ETF was a new UBS Group position in Q1 2026.
Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7965 holding.
UBS Group first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2021 and has held it in 12 quarters since.
UBS Group's Simplify US Equity PLUS Convexity ETF position peaked at $202K in Q1 2024.
31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.