Osaic Holdings’s Simplify US Equity Income ETF SPUC Stock Holding History

Osaic Holdings’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 Q3	$8.34K	Hold	172	–	–	﹤0.01%	6724
2026 Q2	$8.46K	Sell	172 -265	-61%	-$12.8K	﹤0.01%	6694
2026 Q1	$19.3K	Sell	437 -814	-65%	-$37.8K	﹤0.01%	5882
2025 Q4	$58.3K	Buy	1,251 +488	+64%	+$24.3K	﹤0.01%	5130
2025 Q3	$37.7K	Buy	763 +159	+26%	+$7.51K	﹤0.01%	5492
2025 Q2	$27.1K	Sell	604 -1,088	-64%	-$43.1K	﹤0.01%	5484
2025 Q1	$64.6K	Hold	1,692	–	–	﹤0.01%	4520
2024 Q4	$69.3K	Buy	1,692 +2	+0.1%	+$86	﹤0.01%	4458
2024 Q3	$71.3K	Buy	1,690 +600	+55%	+$24.4K	﹤0.01%	4476
2024 Q2	$43.9K	Hold	1,090	–	–	﹤0.01%	4784
2024 Q1	$42.7K	Hold	1,090	–	–	﹤0.01%	4861
2023 Q4	$35.9K	Hold	1,090	–	–	﹤0.01%	5113
2023 Q3	$31.7K	Hold	1,090	–	–	﹤0.01%	5287
2023 Q2	$33.5K	Hold	1,090	–	–	﹤0.01%	5212
2023 Q1	$30.6K	Hold	1,090	–	–	﹤0.01%	5306
2022 Q4	$29K	Hold	1,090	–	–	﹤0.01%	5317
2022 Q3	$27K	Hold	1,090	–	–	﹤0.01%	5373
2022 Q2	$29K	Hold	1,090	–	–	﹤0.01%	5361
2022 Q1	$36K	Hold	1,090	–	–	﹤0.01%	5321
2021 Q4	$39K	Hold	1,090	–	–	﹤0.01%	5335
2021 Q3	$34K	Buy	1,090 +375	+52%	+$12.2K	﹤0.01%	5402
2021 Q2	$22K	Hold	715	–	–	﹤0.01%	5608
2021 Q1	$20K	Buy	+715	New	+$20K	﹤0.01%	5478

Other funds holding SPUC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings's SPUC Position: Q3 2026 in Review

Osaic Holdings held its Simplify US Equity Income ETF (SPUC) position steady in Q3 2026 at 172 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #6724.

Osaic Holdings first reported a position in SPUC in Q1 2021 and has held it in 23 quarters since. The position peaked at $71.3K in Q3 2024. 18 funds tracked by Wall St. Rank hold SPUC as of Q3 2026.

Osaic Holdings held 172 shares of Simplify US Equity Income ETF worth $8.34K as of Q3 2026.
Osaic Holdings left its Simplify US Equity Income ETF share count unchanged in Q3 2026.
Simplify US Equity Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6724 holding.
Osaic Holdings first reported a position in Simplify US Equity Income ETF in Q1 2021 and has held it in 23 quarters since.
Osaic Holdings's Simplify US Equity Income ETF position peaked at $71.3K in Q3 2024.
18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.