Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPUC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 227,107 | +14,014 | +6.6% | 0.01% | $10.6M | $46.60 |
| 2025 Q3 | ADDED | 213,093 | +14,427 | +7.3% | 0.01% | $10.7M | $46.74 |
| 2025 Q2 | REDUCED | 198,666 | -78,062 | -28.2% | 0.01% | $8.9M | $41.54 |
| 2025 Q1 | ADDED | 276,728 | +13,464 | +5.1% | 0.01% | $10.6M | $35.37 |
| 2024 Q4 | ADDED | 263,264 | +212,079 | +414.3% | 0.02% | $10.8M | $37.87 |
| 2024 Q3 | ADDED | 51,185 | +8,738 | +20.6% | 0.00% | $2.2M | $38.91 |
| 2024 Q2 | ADDED | 42,447 | +22,692 | +114.9% | 0.00% | $1.7M | $37.13 |
| 2024 Q1 | REDUCED | 19,755 | -73 | -0.4% | 0.00% | $773K | $35.96 |
| 2023 Q4 | INITIATED | 19,828 | — | — | 0.00% | $654K | — |
As of 2025 Q4 — sorted by position size