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SPYCSPYC
5 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

AE Wealth Management LLC holds 135,675 shares of SPYC (SIMPLIFY EXCHANGE TRADED FUN), worth $6.2M as of 2026-Q2. The position was decreased (-25.6% shares). SPYC represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$6.2M

Current Shares

135,675

Total Value Change

+$1.4M

Total Shares Change

+19,083

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
135,675
-25.6%
$6.2M0.0%$45.68
0
2026-Q1
Increased
182,401
+41.1%
$7.2M0.0%$41.78
36
2025-Q4
Increased
129,251
+11.6%
$5.5M0.0%$43.12
30
2025-Q3
Decreased
115,819
-0.7%
$5M0.0%$42.49
0
2025-Q2
New
116,592
-
$4.8M0.0%$40.63
37

Other major holders of SPYC: Integrated Wealth Concepts LLC, COMMONWEALTH EQUITY SERVICES, LLC

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