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 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 $71.6B AUM 21.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's SPUC Position: Q1 2026 in Review

AE Wealth Management increased its Simplify US Equity Income ETF (SPUC) stake by 1.1% in Q1 2026, buying an estimated $45.5K and bringing the position to 94,085 shares worth $4.16M. The position accounts for 0.02% of the portfolio, ranked #465.

AE Wealth Management first reported a position in SPUC in Q2 2022 and has held it in 6 quarters since. The position peaked at $4.67M in Q2 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

AE Wealth Management held 94,085 shares of Simplify US Equity Income ETF worth $4.16M as of Q1 2026.
AE Wealth Management bought 979 Simplify US Equity Income ETF shares in Q1 2026, an estimated $45.5K.
Simplify US Equity Income ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #465 holding.
AE Wealth Management first reported a position in Simplify US Equity Income ETF in Q2 2022 and has held it in 6 quarters since.
AE Wealth Management's Simplify US Equity Income ETF position peaked at $4.67M in Q2 2025.
19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.