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Howard Bailey Securities’s Simplify US Equity Income ETF SPUC Stock Holding History

Howard Bailey Securities’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 		$397K Sell
8,988
-118
-1% -$5.48K 0.16% 83
2025
Q4 		$424K Buy
+9,106
New +$453K 0.17% 82
2025
Q3 		– Sell
-10,837
Closed -$485K – 163
2025
Q2 		$485K Buy
+10,837
New +$429K 0.15% 77

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 $71.6B AUM 21.08% 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
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

Howard Bailey Securities's SPUC Position: Q1 2026 in Review

Howard Bailey Securities reduced its Simplify US Equity Income ETF (SPUC) stake by 1.3% in Q1 2026, selling an estimated $5.48K and leaving 8,988 shares worth $397K. The position accounts for 0.16% of the portfolio, ranked #83.

Howard Bailey Securities first reported a position in SPUC in Q2 2025 and has held it in 3 quarters since. The position peaked at $485K in Q2 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • Howard Bailey Securities held 8,988 shares of Simplify US Equity Income ETF worth $397K as of Q1 2026.
  • Howard Bailey Securities sold 118 Simplify US Equity Income ETF shares in Q1 2026, an estimated $5.48K.
  • Simplify US Equity Income ETF made up 0.16% of Howard Bailey Securities's portfolio in Q1 2026, its #83 holding.
  • Howard Bailey Securities first reported a position in Simplify US Equity Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Howard Bailey Securities's Simplify US Equity Income ETF position peaked at $485K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.