Osaic Holdings
SPUC icon

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
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

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Osaic Holdings's SPUC Position: Q1 2026 in Review

Osaic Holdings reduced its Simplify US Equity Income ETF (SPUC) stake by 65% in Q1 2026, selling an estimated $37.8K and leaving 437 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5882.

Osaic Holdings first reported a position in SPUC in Q1 2021 and has held it in 21 quarters since. The position peaked at $71.3K in Q3 2024. 19 funds tracked by Wall St. Rank hold SPUC as of Q1 2026.

  • Osaic Holdings held 437 shares of Simplify US Equity Income ETF worth $19.3K as of Q1 2026.
  • Osaic Holdings sold 814 Simplify US Equity Income ETF shares in Q1 2026, an estimated $37.8K.
  • Simplify US Equity Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5882 holding.
  • Osaic Holdings first reported a position in Simplify US Equity Income ETF in Q1 2021 and has held it in 21 quarters since.
  • Osaic Holdings's Simplify US Equity Income ETF position peaked at $71.3K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.