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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
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
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

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

Lloyd Advisory Services reduced its Simplify US Equity Income ETF (SPUC) stake by 95% in Q1 2026, selling an estimated $1.51M and leaving 1,770 shares worth $78.2K. The position accounts for 0.02% of the portfolio, ranked #228.

Lloyd Advisory Services first reported a position in SPUC in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q4 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • Lloyd Advisory Services held 1,770 shares of Simplify US Equity Income ETF worth $78.2K as of Q1 2026.
  • Lloyd Advisory Services sold 32,506 Simplify US Equity Income ETF shares in Q1 2026, an estimated $1.51M.
  • Simplify US Equity Income ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #228 holding.
  • Lloyd Advisory Services first reported a position in Simplify US Equity Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Simplify US Equity Income ETF position peaked at $1.6M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.