SPYC — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Bison Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, 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
0.16% (2023 Q1)
Avg. % of fund
0.07%
First filed
2021 Q1
Last filed
2024 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 16,942 -2,390 -12.4% 0.10% $640K $37.32
2024 Q2 UNCHANGED 19,332 — 0% 0.11% $677K $35.72
2024 Q1 REDUCED 19,332 -315 -1.6% 0.11% $677K $34.44
2023 Q4 ADDED 19,647 +126 +0.6% 0.11% $606K $30.24
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% 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% AE Wealth Management LLC 3Y 7Y 0.03% Kingdom Financial Group LLC. 0.02% Modern Wealth Management, LLC 0.0%
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