Morgan Stanley’s Simplify US Equity Income ETF SPUC Stock Holding History

Morgan Stanley’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	$66	Buy	+1	New	+$46	﹤0.01%	7885
2025 Q4	–	Sell	-1	Closed	-$70	–	8439
2025 Q3	$70	Hold	1	–	–	﹤0.01%	7758
2025 Q2	$87	Hold	1	–	–	﹤0.01%	7668
2025 Q1	$42	Hold	1	–	–	﹤0.01%	7779
2024 Q4	$41	Hold	1	–	–	﹤0.01%	7684
2024 Q3	$57	Hold	1	–	–	﹤0.01%	7548
2024 Q2	$43	Hold	1	–	–	﹤0.01%	7553
2024 Q1	$44	Buy	+1	New	+$36	﹤0.01%	7529
2023 Q3	–	Sell	-2	Closed	-$61	–	7697
2023 Q2	$61	Buy	+2	New	+$58	﹤0.01%	7527

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

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 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Morgan Stanley's SPUC Position: Q1 2026 in Review

Morgan Stanley opened a new position in Simplify US Equity Income ETF (SPUC) in Q1 2026: 1 share worth $66. The stake represents ﹤0.01% of the portfolio and ranks #7885 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in SPUC as recently as Q3 2025.

Morgan Stanley first reported a position in SPUC in Q2 2023 and has held it in 9 quarters since. The position peaked at $87 in Q2 2025. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

Morgan Stanley held 1 share of Simplify US Equity Income ETF worth $66 as of Q1 2026.
Simplify US Equity Income ETF was a new Morgan Stanley position in Q1 2026.
Simplify US Equity Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7885 holding.
Morgan Stanley first reported a position in Simplify US Equity Income ETF in Q2 2023 and has held it in 9 quarters since.
Morgan Stanley's Simplify US Equity Income ETF position peaked at $87 in Q2 2025.
19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.