UBS Group
SPYC icon

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
Q2 		$7.86K Sell
172
-316
-65% -$13.9K ﹤0.01% 8727
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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

UBS Group's SPYC Position: Q2 2026 in Review

UBS Group reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 65% in Q2 2026, selling an estimated $13.9K and leaving 172 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #8727.

UBS Group first reported a position in SPYC in Q4 2021 and has held it in 13 quarters since. The position peaked at $202K in Q1 2024. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • UBS Group held 172 shares of Simplify US Equity PLUS Convexity ETF worth $7.86K as of Q2 2026.
  • UBS Group sold 316 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $13.9K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8727 holding.
  • UBS Group first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2021 and has held it in 13 quarters since.
  • UBS Group's Simplify US Equity PLUS Convexity ETF position peaked at $202K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.