Fidelity Investments’s Simplify US Equity Income ETF SPUC Stock Holding History

Fidelity Investments’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
2023 Q4	–	Sell	-1	Closed	-$29	–	5633
2023 Q3	$29	Buy	+1	New	+$31	﹤0.01%	5025
2022 Q1	–	Sell	-1	Closed	–	–	5442
2021 Q4	$0	Buy	+1	New	+$34	﹤0.01%	4889

Other funds holding SPUC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's SPUC Position: Q4 2023 in Review

Fidelity Investments sold out of Simplify US Equity Income ETF (SPUC) in Q4 2023, closing a stake of 1 share — an estimated $29 sold.

Fidelity Investments first reported a position in SPUC in Q4 2021 and held it in 2 quarters. The position peaked at $29 in Q3 2023. 6 funds tracked by Wall St. Rank hold SPUC as of Q4 2023.

Fidelity Investments reported no remaining Simplify US Equity Income ETF position as of Q4 2023 after selling out during the quarter.
Fidelity Investments sold 1 Simplify US Equity Income ETF share in Q4 2023, an estimated $29.
Fidelity Investments first reported a position in Simplify US Equity Income ETF in Q4 2021 and held it in 2 quarters.
Fidelity Investments's Simplify US Equity Income ETF position peaked at $29 in Q3 2023.
6 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.