Betterment LLC
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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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.