MML Investors Services
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MML Investors Services’s Simplify US Equity Income ETF SPUC Stock Holding History

MML Investors 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 		$250K Sell
5,669
-67
-1% -$3.11K ﹤0.01% 2674
2025
Q4 		$267K Buy
5,736
+467
+9% +$23.2K ﹤0.01% 2706
2025
Q3 		$264K Buy
+5,269
New +$249K ﹤0.01% 2608

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
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services's SPUC Position: Q1 2026 in Review

MML Investors Services reduced its Simplify US Equity Income ETF (SPUC) stake by 1.2% in Q1 2026, selling an estimated $3.11K and leaving 5,669 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

MML Investors Services first reported a position in SPUC in Q3 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • MML Investors Services held 5,669 shares of Simplify US Equity Income ETF worth $250K as of Q1 2026.
  • MML Investors Services sold 67 Simplify US Equity Income ETF shares in Q1 2026, an estimated $3.11K.
  • Simplify US Equity Income ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2674 holding.
  • MML Investors Services first reported a position in Simplify US Equity Income ETF in Q3 2025 and has held it in 3 quarters since.
  • MML Investors Services's Simplify US Equity Income ETF position peaked at $267K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.