SPYC — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in AE Wealth Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPYC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 129,251 +13,432 +11.6% 0.03% $5.5M $42.74
2025 Q3 REDUCED 115,819 -773 -0.7% 0.03% $5.0M $42.76
2025 Q2 INITIATED 116,592 — — 0.04% $4.8M $41.13
% of Fund (quarterly)    SPYC price (monthly, adj. close)

Other funds also holding SPYC

As of 2025 Q4 — sorted by position size

Austin Wealth Management, LLC 5.78% Lloyd Advisory Services, LLC. 3Y 0.67% Integrated Wealth Management 0.23% Financial Enhancement Group LLC 3Y 7Y 0.19% HOWARD BAILEY SECURITIES, LLC 0.19% Integrated Wealth Concepts LLC 3Y 7Y 0.16% Fiduciary Alliance LLC 3Y 0.04% Kingdom Financial Group LLC. 0.02% Modern Wealth Management, LLC 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%
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