KAS
SPUC icon

Kestra Advisory Services’s Simplify US Equity Income ETF SPUC Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,855
Closed -$86.4K – 4251
2025
Q4 		$86.4K Buy
+1,855
New +$92.2K ﹤0.01% 3549

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
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 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

Kestra Advisory Services's SPUC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Simplify US Equity Income ETF (SPUC) in Q1 2026, closing a stake of 1,855 shares — an estimated $86.4K sold.

Kestra Advisory Services first reported a position in SPUC in Q4 2025 and held it in 1 quarter. The position peaked at $86.4K in Q4 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Simplify US Equity Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,855 Simplify US Equity Income ETF shares in Q1 2026, an estimated $86.4K.
  • Kestra Advisory Services first reported a position in Simplify US Equity Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Simplify US Equity Income ETF position peaked at $86.4K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.