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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services's SPUC Position: Q1 2026 in Review

Commonwealth Equity Services increased its Simplify US Equity Income ETF (SPUC) stake by 8.8% in Q1 2026, buying an estimated $927K and bringing the position to 247,063 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #848.

Commonwealth Equity Services first reported a position in SPUC in Q4 2023 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • Commonwealth Equity Services held 247,063 shares of Simplify US Equity Income ETF worth $10.9M as of Q1 2026.
  • Commonwealth Equity Services bought 19,956 Simplify US Equity Income ETF shares in Q1 2026, an estimated $927K.
  • Simplify US Equity Income ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #848 holding.
  • Commonwealth Equity Services first reported a position in Simplify US Equity Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.