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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
Q2 		– Sell
-8,988
Closed -$397K – 136
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 $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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 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

Howard Bailey Securities's SPUC Position: Q2 2026 in Review

Howard Bailey Securities sold out of Simplify US Equity Income ETF (SPUC) in Q2 2026, closing a stake of 8,988 shares — an estimated $397K sold.

Howard Bailey Securities first reported a position in SPUC in Q2 2025 and held it in 3 quarters. The position peaked at $485K in Q2 2025. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

  • Howard Bailey Securities reported no remaining Simplify US Equity Income ETF position as of Q2 2026 after selling out during the quarter.
  • Howard Bailey Securities sold 8,988 Simplify US Equity Income ETF shares in Q2 2026, an estimated $397K.
  • Howard Bailey Securities first reported a position in Simplify US Equity Income ETF in Q2 2025 and held it in 3 quarters.
  • Howard Bailey Securities's Simplify US Equity Income ETF position peaked at $485K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.