Purchases and Sales Made in Q3 2025 in Simplify Exchange Traded Fds U (SPYC)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds U (SPYC) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
63.2K+ 931.27% |
N/A
|
69.9K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.75K+ 119.17% |
N/A
|
16.1K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
426+ 7.42% |
N/A
|
6.17K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42New |
N/A
|
42
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13+ 2.64% |
N/A
|
505
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-354- 1.05% |
N/A
|
33.4K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-464- 4.55% |
N/A
|
9.74K
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-472- 3.43% |
N/A
|
13.3K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-773- 0.66% |
N/A
|
116K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.02K- 2.6% |
N/A
|
38K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 16.54% |
N/A
|
72.1K
$0
|