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Luken Investment Analytics’s Simplify US Equity Income ETF SPUC Stock Holding History

Luken Investment Analytics’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
2023
Q1 		– Sell
-7
Closed -$184 – 141
2022
Q4 		$184 Buy
+7
New +$188 ﹤0.01% 135

Other funds holding SPUC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Luken Investment Analytics's SPUC Position: Q1 2023 in Review

Luken Investment Analytics sold out of Simplify US Equity Income ETF (SPUC) in Q1 2023, closing a stake of 7 shares — an estimated $184 sold.

Luken Investment Analytics first reported a position in SPUC in Q4 2022 and held it in 1 quarter. The position peaked at $184 in Q4 2022. 5 funds tracked by Wall St. Rank hold SPUC as of Q1 2023.

  • Luken Investment Analytics reported no remaining Simplify US Equity Income ETF position as of Q1 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 7 Simplify US Equity Income ETF shares in Q1 2023, an estimated $184.
  • Luken Investment Analytics first reported a position in Simplify US Equity Income ETF in Q4 2022 and held it in 1 quarter.
  • Luken Investment Analytics's Simplify US Equity Income ETF position peaked at $184 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2023.

Based on Luken Investment Analytics's 13F filing for Q1 2023, filed 4 Apr 2023.