Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
104KNew |
$3.39M - $4.67M
|
104K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
74.1K+ 203.39% |
$2.41M - $3.31M
|
110K
$5.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34.3KNew |
$1.12M - $1.53M
|
34.3K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
29.7K+ 247.96% |
$965K - $1.33M
|
41.7K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.7KNew |
$642K - $883K
|
19.7K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.99KNew |
$292K - $402K
|
8.99K
$420K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.69KNew |
$218K - $299K
|
6.69K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.12KNew |
$167K - $229K
|
5.12K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
393New |
$12.8K - $17.6K
|
393
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
248New |
$8.06K - $11.1K
|
248
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
200New |
$6.5K - $8.94K
|
200
$9.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
68New |
$2.21K - $3.04K
|
68
$3.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
19New |
$618 - $849
|
19
$887
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6New |
$195 - $268
|
6
$280
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45- 0.29% |
$1.46K - $2.01K
|
15.4K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-497- 75.19% |
$16.2K - $22.2K
|
164
$7.66K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.1K- 28.21% |
$2.54M - $3.49M
|
199K
$9.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-421K- 18.04% |
$13.7M - $18.8M
|
1.91M
$89.4M
|