Integrated Wealth Concepts LLC Purchases 33,569 Shares of Simplify US Equity PLUS Convexity ETF $SPYC

Integrated Wealth Concepts LLC lifted its position in shares of Simplify US Equity PLUS Convexity ETF (NYSEARCA:SPYC) by 11.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 326,608 shares of the company’s stock after purchasing an additional 33,569 shares during the period. Integrated Wealth Concepts LLC owned 13.22% of Simplify US Equity PLUS Convexity ETF worth $14,920,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Evolution Wealth Management Inc. raised its position in Simplify US Equity PLUS Convexity ETF by 37.0% during the 1st quarter. Evolution Wealth Management Inc. now owns 102,699 shares of the company’s stock valued at $4,054,000 after purchasing an additional 27,738 shares during the last quarter. Elevated Capital Advisors LLC purchased a new stake in Simplify US Equity PLUS Convexity ETF in the 1st quarter worth approximately $509,000. Howard Bailey Securities LLC grew its position in shares of Simplify US Equity PLUS Convexity ETF by 13.4% in the 4th quarter. Howard Bailey Securities LLC now owns 11,046 shares of the company’s stock worth $472,000 after buying an additional 1,309 shares during the last quarter. Lloyd Advisory Services LLC. grew its position in shares of Simplify US Equity PLUS Convexity ETF by 6.5% in the 4th quarter. Lloyd Advisory Services LLC. now owns 40,423 shares of the company’s stock worth $1,728,000 after buying an additional 2,460 shares during the last quarter. Finally, Kingdom Financial Group LLC. purchased a new position in shares of Simplify US Equity PLUS Convexity ETF during the fourth quarter valued at approximately $79,000.

Simplify US Equity PLUS Convexity ETF Stock Performance

SPYC opened at $46.08 on Thursday. The stock has a market capitalization of $113.82 million, a PE ratio of 26.87 and a beta of 0.99. The stock’s 50 day moving average price is $46.20 and its 200-day moving average price is $44.22. Simplify US Equity PLUS Convexity ETF has a 52-week low of $38.50 and a 52-week high of $48.96.

Simplify US Equity PLUS Convexity ETF Company Profile

The Simplify US Equity PLUS Convexity ETF (SPYC) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively managed, fund-of-funds that provides exposure to the S&P 500 with a systematic options overlay strategy. The overlay strategy seeks to enhance upside potential and hedge downside risk. SPYC was launched on Sep 3, 2020 and is managed by Simplify.