PFS
SPUC icon

Prospera Financial Services’s Simplify US Equity Income ETF SPUC Stock Holding History

Prospera Financial Services’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
2023
Q4 		– Sell
-10,505
Closed -$306K – 1109
2023
Q3 		$306K Sell
10,505
-7,915
-43% -$243K 0.01% 793
2023
Q2 		$565K Sell
18,420
-5,649
-23% -$163K 0.02% 578
2023
Q1 		$676K Sell
24,069
-25,740
-52% -$704K 0.03% 530
2022
Q4 		$1.31M Sell
49,809
-21,375
-30% -$573K 0.07% 297
2022
Q3 		$1.79M Sell
71,184
-4,516
-6% -$127K 0.09% 249
2022
Q2 		$2.01M Buy
75,700
+3,556
+5% +$103K 0.1% 242
2022
Q1 		$2.35M Sell
72,144
-5,637
-7% -$181K 0.1% 248
2021
Q4 		$2.75M Sell
77,781
-3,315
-4% -$113K 0.12% 205
2021
Q3 		$2.54M Buy
81,096
+1,498
+2% +$48.6K 0.13% 198
2021
Q2 		$2.47M Sell
79,598
-5,815
-7% -$176K 0.12% 208
2021
Q1 		$2.44M Buy
+85,413
New +$2.38M 0.14% 173

Other funds holding SPUC

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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 $6.3B AUM 14.68% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prospera Financial Services's SPUC Position: Q4 2023 in Review

Prospera Financial Services sold out of Simplify US Equity Income ETF (SPUC) in Q4 2023, closing a stake of 10,505 shares — an estimated $306K sold.

Prospera Financial Services first reported a position in SPUC in Q1 2021 and held it in 11 quarters. The position peaked at $2.75M in Q4 2021. 6 funds tracked by Wall St. Rank hold SPUC as of Q4 2023.

  • Prospera Financial Services reported no remaining Simplify US Equity Income ETF position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 10,505 Simplify US Equity Income ETF shares in Q4 2023, an estimated $306K.
  • Prospera Financial Services first reported a position in Simplify US Equity Income ETF in Q1 2021 and held it in 11 quarters.
  • Prospera Financial Services's Simplify US Equity Income ETF position peaked at $2.75M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.