Great Lakes Retirement’s Simplify US Equity Income ETF SPUC Stock Holding History

Great Lakes Retirement’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	–	Sell	-4,967	Closed	-$219K	–	232
2026 Q1	$219K	Sell	4,967 -412	-8%	-$19.1K	0.02%	213
2025 Q4	$251K	Buy	+5,379	New	+$267K	0.03%	205
2025 Q3	–	Sell	-6,692	Closed	-$299K	–	213
2025 Q2	$299K	Buy	+6,692	New	+$265K	0.04%	191

Other funds holding SPUC

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Great Lakes Retirement's SPUC Position: Q2 2026 in Review

Great Lakes Retirement sold out of Simplify US Equity Income ETF (SPUC) in Q2 2026, closing a stake of 4,967 shares — an estimated $219K sold.

Great Lakes Retirement first reported a position in SPUC in Q2 2025 and held it in 3 quarters. The position peaked at $299K in Q2 2025. 4 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

Great Lakes Retirement reported no remaining Simplify US Equity Income ETF position as of Q2 2026 after selling out during the quarter.
Great Lakes Retirement sold 4,967 Simplify US Equity Income ETF shares in Q2 2026, an estimated $219K.
Great Lakes Retirement first reported a position in Simplify US Equity Income ETF in Q2 2025 and held it in 3 quarters.
Great Lakes Retirement's Simplify US Equity Income ETF position peaked at $299K in Q2 2025.
4 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.