Wells Fargo
SPYC icon

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

Wells Fargo’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
-668
Closed -$27.6K – 7368
2025
Q2 		$27.6K Buy
668
+582
+677% +$22K ﹤0.01% 5697
2025
Q1 		$2.96K Buy
+86
New +$3.21K ﹤0.01% 6105

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
AE Wealth Management
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 $871M AUM 12.19% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Wells Fargo's SPYC Position: Q3 2025 in Review

Wells Fargo sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q3 2025, closing a stake of 668 shares — an estimated $27.6K sold.

Wells Fargo first reported a position in SPYC in Q1 2025 and held it in 2 quarters. The position peaked at $27.6K in Q2 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q3 2025.

  • Wells Fargo reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q3 2025 after selling out during the quarter.
  • Wells Fargo sold 668 Simplify US Equity PLUS Convexity ETF shares in Q3 2025, an estimated $27.6K.
  • Wells Fargo first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2025 and held it in 2 quarters.
  • Wells Fargo's Simplify US Equity PLUS Convexity ETF position peaked at $27.6K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.