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Mach-1 Financial Group’s Simplify US Equity Income ETF SPUC Stock Holding History

Mach-1 Financial Group’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
2022
Q4 		– Sell
-13,730
Closed -$346K – 418
2022
Q3 		$346K Buy
13,730
+5,332
+63% +$150K 0.36% 23
2022
Q2 		$222K Buy
8,398
+4,013
+92% +$117K 0.15% 41
2022
Q1 		$142K Buy
4,385
+3,305
+306% +$106K 0.09% 34
2021
Q4 		$38K Buy
+1,080
New +$37K 0.02% 65

Other funds holding SPUC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Mach-1 Financial Group's SPUC Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Simplify US Equity Income ETF (SPUC) in Q4 2022, closing a stake of 13,730 shares — an estimated $346K sold.

Mach-1 Financial Group first reported a position in SPUC in Q4 2021 and held it in 4 quarters. The position peaked at $346K in Q3 2022. 7 funds tracked by Wall St. Rank hold SPUC as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Simplify US Equity Income ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 13,730 Simplify US Equity Income ETF shares in Q4 2022, an estimated $346K.
  • Mach-1 Financial Group first reported a position in Simplify US Equity Income ETF in Q4 2021 and held it in 4 quarters.
  • Mach-1 Financial Group's Simplify US Equity Income ETF position peaked at $346K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.