Pasadena Private Wealth’s Simplify US Equity Income ETF SPUC Stock Holding History

Pasadena Private Wealth’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	$204K	Buy	+4,199	New	+$208K	0.02%	252

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

Pasadena Private Wealth's SPUC Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Simplify US Equity Income ETF (SPUC) in Q3 2026: 4,199 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

13 funds tracked by Wall St. Rank hold SPUC as of Q3 2026.

Pasadena Private Wealth held 4,199 shares of Simplify US Equity Income ETF worth $204K as of Q3 2026.
Simplify US Equity Income ETF was a new Pasadena Private Wealth position in Q3 2026.
Simplify US Equity Income ETF made up 0.02% of Pasadena Private Wealth's portfolio in Q3 2026, its #252 holding.
13 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.