Purchases and Sales Made in Q3 2025 in Simplify Exch Traded Fds Us Eq (SPUC)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Us Eq (SPUC) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS US EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 7.26% |
$640K - $729K
|
213K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.27KNew |
$234K - $266K
|
5.27K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.23KNew |
$143K - $163K
|
3.23K
$160K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$22.2K - $25.3K
|
500
$24.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159+ 26.32% |
$7.05K - $8.03K
|
763
$37.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-35- 21.34% |
$1.55K - $1.77K
|
129
$6.38K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-442Closed |
$19.6K - $22.3K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-10.3K- 24.84% |
$459K - $523K
|
31.3K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.2K- 11.98% |
$587K - $668K
|
97.2K
$4.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-103K- 98.81% |
$4.58M - $5.21M
|
1.24K
$61.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-279K- 14.57% |
$12.4M - $14.1M
|
1.63M
$80.9M
|
|