Betterment LLC’s Simplify US Equity Income ETF SPUC Stock Holding History

Betterment LLC’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
2024 Q2	–	Sell	-6,388	Closed	-$250K	–	402
2024 Q1	$250K	Sell	6,388 -1,062	-14%	-$37.9K	﹤0.01%	331
2023 Q4	$246K	Sell	7,450 -202	-3%	-$6.16K	﹤0.01%	293
2023 Q3	$223K	Sell	7,652 -58	-0.8%	-$1.78K	﹤0.01%	291
2023 Q2	$237K	Sell	7,710 -234	-3%	-$6.73K	﹤0.01%	266
2023 Q1	$223K	Sell	7,944 -8,589	-52%	-$235K	﹤0.01%	255
2022 Q4	$434K	Buy	16,533 +1,195	+8%	+$32K	﹤0.01%	197
2022 Q3	$407K	Hold	15,338	–	–	﹤0.01%	188
2022 Q2	$407K	Buy	15,338 +4,217	+38%	+$123K	﹤0.01%	188
2022 Q1	$362K	Buy	+11,121	New	+$357K	﹤0.01%	190

Other funds holding SPUC

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's SPUC Position: Q2 2024 in Review

Betterment LLC sold out of Simplify US Equity Income ETF (SPUC) in Q2 2024, closing a stake of 6,388 shares — an estimated $250K sold.

Betterment LLC first reported a position in SPUC in Q1 2022 and held it in 9 quarters. The position peaked at $434K in Q4 2022. 6 funds tracked by Wall St. Rank hold SPUC as of Q2 2024.

Betterment LLC reported no remaining Simplify US Equity Income ETF position as of Q2 2024 after selling out during the quarter.
Betterment LLC sold 6,388 Simplify US Equity Income ETF shares in Q2 2024, an estimated $250K.
Betterment LLC first reported a position in Simplify US Equity Income ETF in Q1 2022 and held it in 9 quarters.
Betterment LLC's Simplify US Equity Income ETF position peaked at $434K in Q4 2022.
6 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2024.

Based on Betterment LLC's 13F filing for Q2 2024, filed 14 Aug 2024.