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 Q2	$85	Hold	1	–	–	﹤0.01%	7977
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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Morgan Stanley's SPUC Position: Q2 2026 in Review

Morgan Stanley held its Simplify US Equity Income ETF (SPUC) position steady in Q2 2026 at 1 share worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #7977.

Morgan Stanley first reported a position in SPUC in Q2 2023 and has held it in 10 quarters since. The position peaked at $87 in Q2 2025. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

Morgan Stanley held 1 share of Simplify US Equity Income ETF worth $85 as of Q2 2026.
Morgan Stanley left its Simplify US Equity Income ETF share count unchanged in Q2 2026.
Simplify US Equity Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7977 holding.
Morgan Stanley first reported a position in Simplify US Equity Income ETF in Q2 2023 and has held it in 10 quarters since.
Morgan Stanley's Simplify US Equity Income ETF position peaked at $87 in Q2 2025.
18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.