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

IFP 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
2023 Q4	–	Sell	-168	Closed	-$4.89K	–	3319
2023 Q3	$4.89K	Sell	168 -874	-84%	-$26.8K	﹤0.01%	2508
2023 Q2	$32K	Sell	1,042 -1,521	-59%	-$43.8K	﹤0.01%	1802
2023 Q1	$63.7K	Hold	2,563	–	–	﹤0.01%	1453
2022 Q4	$63K	Sell	2,563 -99	-4%	-$2.65K	﹤0.01%	2079
2022 Q3	$66K	Buy	+2,662	New	+$74.9K	﹤0.01%	2172
2021 Q1	–	Sell	-5,200	Closed	-$145K	–	3214
2020 Q4	$140K	Buy	+5,200	New	+$134K	0.01%	971

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

IFP Advisors's SPUC Position: Q4 2023 in Review

IFP Advisors sold out of Simplify US Equity Income ETF (SPUC) in Q4 2023, closing a stake of 168 shares — an estimated $4.89K sold.

IFP Advisors first reported a position in SPUC in Q4 2020 and held it in 6 quarters. The position peaked at $140K in Q4 2020. 6 funds tracked by Wall St. Rank hold SPUC as of Q4 2023.

IFP Advisors reported no remaining Simplify US Equity Income ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 168 Simplify US Equity Income ETF shares in Q4 2023, an estimated $4.89K.
IFP Advisors first reported a position in Simplify US Equity Income ETF in Q4 2020 and held it in 6 quarters.
IFP Advisors's Simplify US Equity Income ETF position peaked at $140K in Q4 2020.
6 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.