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Elevated Capital Advisors’s Simplify US Equity Income ETF SPUC Stock Holding History

Elevated Capital Advisors’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 		$295K Sell
5,995
-5,641
-48% -$273K 0.08% 216
2026
Q1 		$514K Buy
+11,636
New +$540K 0.13% 178

Other funds holding SPUC

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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

Elevated Capital Advisors's SPUC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Simplify US Equity Income ETF (SPUC) stake by 48% in Q2 2026, selling an estimated $273K and leaving 5,995 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #216.

Elevated Capital Advisors first reported a position in SPUC in Q1 2026 and has held it in 2 quarters since. The position peaked at $514K in Q1 2026. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

  • Elevated Capital Advisors held 5,995 shares of Simplify US Equity Income ETF worth $295K as of Q2 2026.
  • Elevated Capital Advisors sold 5,641 Simplify US Equity Income ETF shares in Q2 2026, an estimated $273K.
  • Simplify US Equity Income ETF made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #216 holding.
  • Elevated Capital Advisors first reported a position in Simplify US Equity Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Simplify US Equity Income ETF position peaked at $514K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.