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

Lloyd 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 Q2	$2.22K	Sell	45 -1,725	-97%	-$83.5K	﹤0.01%	498
2026 Q1	$78.2K	Sell	1,770 -32,506	-95%	-$1.51M	0.02%	228
2025 Q4	$1.6M	Buy	+34,276	New	+$1.7M	0.62%	29
2025 Q3	–	Sell	-34,325	Closed	-$1.53M	–	116
2025 Q2	$1.53M	Buy	+34,325	New	+$1.36M	0.74%	30

Other funds holding SPUC

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Lloyd Advisory Services's SPUC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Simplify US Equity Income ETF (SPUC) stake by 97% in Q2 2026, selling an estimated $83.5K and leaving 45 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Lloyd Advisory Services first reported a position in SPUC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2025. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

Lloyd Advisory Services held 45 shares of Simplify US Equity Income ETF worth $2.22K as of Q2 2026.
Lloyd Advisory Services sold 1,725 Simplify US Equity Income ETF shares in Q2 2026, an estimated $83.5K.
Simplify US Equity Income ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #498 holding.
Lloyd Advisory Services first reported a position in Simplify US Equity Income ETF in Q2 2025 and has held it in 4 quarters since.
Lloyd Advisory Services's Simplify US Equity Income ETF position peaked at $1.6M in Q4 2025.
18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.