SPYC — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Integrated Wealth Concepts LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts 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
0.24% (2022 Q4)
Avg. % of fund
0.14%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 323,898 +73,490 +29.3% 0.16% $13.8M $42.74
2025 Q3 ADDED 250,408 +20,567 +8.9% 0.10% $10.7M $42.76
2025 Q2 REDUCED 229,841 -16,943 -6.9% 0.10% $9.5M $41.13
2025 Q1 REDUCED 246,784 -54,078 -18.0% 0.10% $8.5M $34.20
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%
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