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JBR Co Financial Management’s Simplify US Equity Income ETF SPUC Stock Holding History

JBR Co Financial Management’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
2025
Q2 		– Sell
-6,000
Closed -$229K – 122
2025
Q1 		$229K Buy
+6,000
New +$248K 0.13% 103

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
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

JBR Co Financial Management's SPUC Position: Q2 2025 in Review

JBR Co Financial Management sold out of Simplify US Equity Income ETF (SPUC) in Q2 2025, closing a stake of 6,000 shares — an estimated $229K sold.

JBR Co Financial Management first reported a position in SPUC in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 21 funds tracked by Wall St. Rank hold SPUC as of Q2 2025.

  • JBR Co Financial Management reported no remaining Simplify US Equity Income ETF position as of Q2 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 6,000 Simplify US Equity Income ETF shares in Q2 2025, an estimated $229K.
  • JBR Co Financial Management first reported a position in Simplify US Equity Income ETF in Q1 2025 and held it in 1 quarter.
  • JBR Co Financial Management's Simplify US Equity Income ETF position peaked at $229K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2025.

Based on JBR Co Financial Management's 13F filing for Q2 2025, filed 13 Aug 2025.