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

Truist Financial’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
2022 Q2	–	Sell	-15,811	Closed	-$515K	–	2764
2022 Q1	$515K	Sell	15,811 -234	-1%	-$7.52K	﹤0.01%	1987
2021 Q4	$567K	Buy	+16,045	New	+$549K	﹤0.01%	1936

Other funds holding SPUC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's SPUC Position: Q2 2022 in Review

Truist Financial sold out of Simplify US Equity Income ETF (SPUC) in Q2 2022, closing a stake of 15,811 shares — an estimated $515K sold.

Truist Financial first reported a position in SPUC in Q4 2021 and held it in 2 quarters. The position peaked at $567K in Q4 2021. 8 funds tracked by Wall St. Rank hold SPUC as of Q2 2022.

Truist Financial reported no remaining Simplify US Equity Income ETF position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 15,811 Simplify US Equity Income ETF shares in Q2 2022, an estimated $515K.
Truist Financial first reported a position in Simplify US Equity Income ETF in Q4 2021 and held it in 2 quarters.
Truist Financial's Simplify US Equity Income ETF position peaked at $567K in Q4 2021.
8 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.