LI
SPUC icon

LifeWealth Investments’s Simplify US Equity Income ETF SPUC Stock Holding History

LifeWealth Investments’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
-4,705
Closed -$219K – 162
2025
Q4 		$219K Buy
+4,705
New +$234K 0.07% 142
2025
Q3 		– Sell
-5,385
Closed -$241K – 162
2025
Q2 		$241K Buy
+5,385
New +$213K 0.09% 133

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 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 $267M AUM 15.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

LifeWealth Investments's SPUC Position: Q1 2026 in Review

LifeWealth Investments sold out of Simplify US Equity Income ETF (SPUC) in Q1 2026, closing a stake of 4,705 shares — an estimated $219K sold.

LifeWealth Investments first reported a position in SPUC in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • LifeWealth Investments reported no remaining Simplify US Equity Income ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 4,705 Simplify US Equity Income ETF shares in Q1 2026, an estimated $219K.
  • LifeWealth Investments first reported a position in Simplify US Equity Income ETF in Q2 2025 and held it in 2 quarters.
  • LifeWealth Investments's Simplify US Equity Income ETF position peaked at $241K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.