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Principal Securities’s Simplify US Equity Income ETF SPUC Stock Holding History

Principal Securities’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 		$212K Buy
+4,304
New +$208K ﹤0.01% 1492
2025
Q4 		– Sell
-500
Closed -$25.1K – 3229
2025
Q3 		$25.1K Buy
+500
New +$23.6K ﹤0.01% 2302

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Principal Securities's SPUC Position: Q2 2026 in Review

Principal Securities opened a new position in Simplify US Equity Income ETF (SPUC) in Q2 2026: 4,304 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: Principal Securities previously reported a position in SPUC as recently as Q3 2025.

Principal Securities first reported a position in SPUC in Q3 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

  • Principal Securities held 4,304 shares of Simplify US Equity Income ETF worth $212K as of Q2 2026.
  • Simplify US Equity Income ETF was a new Principal Securities position in Q2 2026.
  • Simplify US Equity Income ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1492 holding.
  • Principal Securities first reported a position in Simplify US Equity Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.