AE Wealth Management’s Simplify US Equity Income ETF SPUC Stock Holding History

AE Wealth Management’s Portfolio SPUC Stock Details SPUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.4K	Sell	1,268 -92,817	-99%	-$4.49M	﹤0.01%	2049
2026 Q1	$4.16M	Buy	94,085 +979	+1%	+$45.5K	0.02%	465
2025 Q4	$4.34M	Buy	93,106 +91,869	+7,427%	+$4.57M	0.02%	429
2025 Q3	$62.1K	Sell	1,237 -103,130	-99%	-$4.87M	﹤0.01%	1677
2025 Q2	$4.67M	Buy	+104,367	New	+$4.13M	0.03%	361
2022 Q4	–	Sell	-13,730	Closed	-$346K	–	1914
2022 Q3	$346K	Buy	13,730 +5,332	+63%	+$150K	﹤0.01%	1410
2022 Q2	$223K	Buy	+8,398	New	+$244K	﹤0.01%	1558

Other funds holding SPUC

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

AE Wealth Management's SPUC Position: Q2 2026 in Review

AE Wealth Management reduced its Simplify US Equity Income ETF (SPUC) stake by 99% in Q2 2026, selling an estimated $4.49M and leaving 1,268 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

AE Wealth Management first reported a position in SPUC in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.67M in Q2 2025. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

AE Wealth Management held 1,268 shares of Simplify US Equity Income ETF worth $62.4K as of Q2 2026.
AE Wealth Management sold 92,817 Simplify US Equity Income ETF shares in Q2 2026, an estimated $4.49M.
Simplify US Equity Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2049 holding.
AE Wealth Management first reported a position in Simplify US Equity Income ETF in Q2 2022 and has held it in 7 quarters since.
AE Wealth Management's Simplify US Equity Income ETF position peaked at $4.67M in Q2 2025.
18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.