UBS Group
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UBS Group’s Simplify US Equity Income ETF SPUC Stock Holding History

UBS Group’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
-129
Closed -$6.48K – 11123
2025
Q3 		$6.48K Sell
129
-35
-21% -$1.65K ﹤0.01% 8778
2025
Q2 		$7.33K Sell
164
-497
-75% -$19.7K ﹤0.01% 9025
2025
Q1 		$25.2K Buy
+661
New +$27.3K ﹤0.01% 8064
2024
Q4 		– Sell
-2,157
Closed -$90.9K – 10366
2024
Q3 		$90.9K Buy
2,157
+2,060
+2,124% +$83.9K ﹤0.01% 6429
2024
Q2 		$3.91K Buy
+97
New +$3.69K ﹤0.01% 8148
2023
Q4 		– Sell
-2,248
Closed -$65.5K – 9848
2023
Q3 		$65.5K Buy
2,248
+2,246
+112,300% +$68.9K ﹤0.01% 6115
2023
Q2 		$61 Sell
2
-475
-100% -$13.7K ﹤0.01% 8578
2023
Q1 		$13.4K Sell
477
-1,607
-77% -$43.9K ﹤0.01% 7397
2022
Q4 		$54.7K Buy
2,084
+1,496
+254% +$40.1K ﹤0.01% 6683
2022
Q3 		$15K Buy
588
+560
+2,000% +$15.8K ﹤0.01% 7825
2022
Q2 		$1K Sell
28
-639
-96% -$18.6K ﹤0.01% 9956
2022
Q1 		$22K Buy
667
+582
+685% +$18.7K ﹤0.01% 7350
2021
Q4 		$3K Buy
+85
New +$2.91K ﹤0.01% 9689
2021
Q3 		– Sell
-30
Closed -$1K – 10050
2021
Q2 		$1K Sell
30
-1,672
-98% -$50.7K ﹤0.01% 9190
2021
Q1 		$49K Buy
1,702
+1,642
+2,737% +$45.9K ﹤0.01% 6578
2020
Q4 		$2K Buy
+60
New +$1.54K ﹤0.01% 8116

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

UBS Group's SPUC Position: Q4 2025 in Review

UBS Group sold out of Simplify US Equity Income ETF (SPUC) in Q4 2025, closing a stake of 129 shares — an estimated $6.48K sold.

UBS Group first reported a position in SPUC in Q4 2020 and held it in 16 quarters. The position peaked at $90.9K in Q3 2024. 17 funds tracked by Wall St. Rank hold SPUC as of Q4 2025.

  • UBS Group reported no remaining Simplify US Equity Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 129 Simplify US Equity Income ETF shares in Q4 2025, an estimated $6.48K.
  • UBS Group first reported a position in Simplify US Equity Income ETF in Q4 2020 and held it in 16 quarters.
  • UBS Group's Simplify US Equity Income ETF position peaked at $90.9K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.