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Park Square Financial Group’s Simplify US Equity Income ETF SPUC Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-248
Closed -$11.1K – 852
2025
Q2 		$11.1K Buy
+248
New +$9.82K 0.01% 570

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 $79.5B AUM 27.1% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Park Square Financial Group's SPUC Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify US Equity Income ETF (SPUC) in Q3 2025, closing a stake of 248 shares — an estimated $11.1K sold.

Park Square Financial Group first reported a position in SPUC in Q2 2025 and held it in 1 quarter. The position peaked at $11.1K in Q2 2025. 11 funds tracked by Wall St. Rank hold SPUC as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify US Equity Income ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 248 Simplify US Equity Income ETF shares in Q3 2025, an estimated $11.1K.
  • Park Square Financial Group first reported a position in Simplify US Equity Income ETF in Q2 2025 and held it in 1 quarter.
  • Park Square Financial Group's Simplify US Equity Income ETF position peaked at $11.1K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.