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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
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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Principal Securities's SPUC Position: Q4 2025 in Review

Principal Securities sold out of Simplify US Equity Income ETF (SPUC) in Q4 2025, closing a stake of 500 shares — an estimated $25.1K sold.

Principal Securities first reported a position in SPUC in Q3 2025 and held it in 1 quarter. The position peaked at $25.1K in Q3 2025. 17 funds tracked by Wall St. Rank hold SPUC as of Q4 2025.

  • Principal Securities reported no remaining Simplify US Equity Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 500 Simplify US Equity Income ETF shares in Q4 2025, an estimated $25.1K.
  • Principal Securities first reported a position in Simplify US Equity Income ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Simplify US Equity Income ETF position peaked at $25.1K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.