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Richard W. Paul & Associates’s Simplify US Equity Income ETF SPUC Stock Holding History

Richard W. Paul & Associates’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
-19
Closed -$851 – 345
2025
Q2 		$851 Buy
+19
New +$752 ﹤0.01% 326

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

Richard W. Paul & Associates's SPUC Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of Simplify US Equity Income ETF (SPUC) in Q3 2025, closing a stake of 19 shares — an estimated $851 sold.

Richard W. Paul & Associates first reported a position in SPUC in Q2 2025 and held it in 1 quarter. The position peaked at $851 in Q2 2025. 11 funds tracked by Wall St. Rank hold SPUC as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining Simplify US Equity Income ETF position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 19 Simplify US Equity Income ETF shares in Q3 2025, an estimated $851.
  • Richard W. Paul & Associates first reported a position in Simplify US Equity Income ETF in Q2 2025 and held it in 1 quarter.
  • Richard W. Paul & Associates's Simplify US Equity Income ETF position peaked at $851 in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.