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

Wolverine Trading’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 Q1	–	Sell	-18,865	Closed	-$707K	–	5765
2024 Q4	$707K	Buy	+18,865	New	+$730K	﹤0.01%	3017
2024 Q3	–	Sell	-23,893	Closed	-$866K	–	5361
2024 Q2	$866K	Buy	23,893 +12,588	+111%	+$436K	﹤0.01%	2333
2024 Q1	$396K	Sell	11,305 -21,763	-66%	-$712K	﹤0.01%	3073
2023 Q4	$1.02M	Buy	33,068 +4,701	+17%	+$136K	﹤0.01%	2286
2023 Q3	$789K	Buy	+28,367	New	+$825K	﹤0.01%	2324
2023 Q2	–	Sell	-19,560	Closed	-$519K	–	4905
2023 Q1	$519K	Buy	+19,560	New	+$516K	﹤0.01%	2470
2022 Q4	–	Sell	-15,722	Closed	-$412K	–	4974
2022 Q3	$412K	Buy	+15,722	New	+$435K	﹤0.01%	2822
2022 Q2	–	Sell	-31,749	Closed	-$1.03M	–	5647
2022 Q1	$1.03M	Buy	31,749 +5,820	+22%	+$185K	﹤0.01%	2413
2021 Q4	$899K	Buy	+25,929	New	+$860K	﹤0.01%	2762
2021 Q3	–	Sell	-15,894	Closed	-$487K	–	6914
2021 Q2	$487K	Buy	+15,894	New	+$478K	﹤0.01%	3723
2021 Q1	–	Sell	-22,503	Closed	-$604K	–	6367
2020 Q4	$604K	Buy	+22,503	New	+$578K	﹤0.01%	2934

Other funds holding SPYC

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wolverine Trading's SPYC Position: Q1 2025 in Review

Wolverine Trading sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q1 2025, closing a stake of 18,865 shares — an estimated $707K sold.

Wolverine Trading first reported a position in SPYC in Q4 2020 and held it in 11 quarters. The position peaked at $1.03M in Q1 2022. 18 funds tracked by Wall St. Rank hold SPYC as of Q1 2025.

Wolverine Trading reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q1 2025 after selling out during the quarter.
Wolverine Trading sold 18,865 Simplify US Equity PLUS Convexity ETF shares in Q1 2025, an estimated $707K.
Wolverine Trading first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2020 and held it in 11 quarters.
Wolverine Trading's Simplify US Equity PLUS Convexity ETF position peaked at $1.03M in Q1 2022.
18 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2025.

Based on Wolverine Trading's 13F filing for Q1 2025, filed 15 May 2025.