Simplify Asset Management’s Simplify US Equity Income ETF SPUC Stock Holding History

Simplify Asset Management’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	$80.4M	Hold	1,634,812	–	–	1.12%	5
2026 Q1	$72.2M	Hold	1,634,812	–	–	1.11%	5
2025 Q4	$76.2M	Hold	1,634,812	–	–	1.24%	4
2025 Q3	$82.1M	Sell	1,634,812 -278,866	-15%	-$13.2M	1.51%	6
2025 Q2	$85.6M	Sell	1,913,678 -421,134	-18%	-$16.7M	4.3%	6
2025 Q1	$89.1M	Buy	+2,334,812	New	+$96.4M	3.34%	8

Other funds holding SPUC

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Simplify Asset Management's SPUC Position: Q2 2026 in Review

Simplify Asset Management held its Simplify US Equity Income ETF (SPUC) position steady in Q2 2026 at 1,634,812 shares worth $80.4M. The position accounts for 1.12% of the portfolio, ranked #5.

Simplify Asset Management first reported a position in SPUC in Q1 2025 and has held it in 6 quarters since. The position peaked at $89.1M in Q1 2025. 2 funds tracked by Wall St. Rank hold SPUC as of Q2 2026.

Simplify Asset Management held 1,634,812 shares of Simplify US Equity Income ETF worth $80.4M as of Q2 2026.
Simplify Asset Management left its Simplify US Equity Income ETF share count unchanged in Q2 2026.
Simplify US Equity Income ETF made up 1.12% of Simplify Asset Management's portfolio in Q2 2026, its #5 holding.
Simplify Asset Management first reported a position in Simplify US Equity Income ETF in Q1 2025 and has held it in 6 quarters since.
Simplify Asset Management's Simplify US Equity Income ETF position peaked at $89.1M in Q1 2025.
2 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.