Commonwealth Equity Services
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Commonwealth Equity Services’s Simplify US Equity Income ETF SPUC Stock Holding History

Commonwealth Equity Services’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 		$1.73M Sell
35,143
-211,920
-86% -$10.3M ﹤0.01% 2256
2026
Q1 		$10.9M Buy
247,063
+19,956
+9% +$927K 0.02% 848
2025
Q4 		$10.6M Buy
227,107
+14,014
+7% +$697K 0.01% 865
2025
Q3 		$10.7M Buy
213,093
+14,427
+7% +$681K 0.01% 886
2025
Q2 		$8.88M Sell
198,666
-78,062
-28% -$3.09M 0.01% 991
2025
Q1 		$10.6M Buy
276,728
+13,464
+5% +$556K 0.01% 833
2024
Q4 		$10.8M Buy
263,264
+212,079
+414% +$9.16M 0.02% 800
2024
Q3 		$2.16M Buy
51,185
+8,738
+21% +$356K ﹤0.01% 1752
2024
Q2 		$1.71M Buy
42,447
+22,692
+115% +$864K ﹤0.01% 1892
2024
Q1 		$773K Sell
19,755
-73
-0.4% -$2.6K ﹤0.01% 2437
2023
Q4 		$654K Buy
+19,828
New +$605K ﹤0.01% 2496

Other funds holding SPUC

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services's SPUC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Simplify US Equity Income ETF (SPUC) stake by 86% in Q2 2026, selling an estimated $10.3M and leaving 35,143 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Commonwealth Equity Services first reported a position in SPUC in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2026. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

  • Commonwealth Equity Services held 35,143 shares of Simplify US Equity Income ETF worth $1.73M as of Q2 2026.
  • Commonwealth Equity Services sold 211,920 Simplify US Equity Income ETF shares in Q2 2026, an estimated $10.3M.
  • Simplify US Equity Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2256 holding.
  • Commonwealth Equity Services first reported a position in Simplify US Equity Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Equity Services's Simplify US Equity Income ETF position peaked at $10.9M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.