ARQ Wealth Advisors’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

ARQ Wealth Advisors’s Portfolio SPBC Stock Details SPBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$619K	Buy	12,348 +677	+6%	+$33.1K	0.07%	142
2026 Q2	$557K	Buy	+11,671	New	+$544K	0.07%	147
2026 Q1	–	Sell	-7,263	Closed	-$325K	–	198
2025 Q4	$325K	Buy	7,263 +803	+12%	+$36K	0.09%	110
2025 Q3	$290K	Buy	6,460 +664	+11%	+$28.7K	0.09%	119
2025 Q2	$210K	Hold	5,796	–	–	0.07%	101
2025 Q1	$210K	Buy	+5,796	New	+$225K	0.08%	96

Other funds holding SPBC

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Asset Planning Inc Cypress, California $152M AUM 19.47% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

ARQ Wealth Advisors's SPBC Position: Q3 2026 in Review

ARQ Wealth Advisors increased its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 5.8% in Q3 2026, buying an estimated $33.1K and bringing the position to 12,348 shares worth $619K. The position accounts for 0.07% of the portfolio, ranked #142.

ARQ Wealth Advisors first reported a position in SPBC in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold SPBC as of Q3 2026.

ARQ Wealth Advisors held 12,348 shares of Simplify US Equity PLUS GBTC ETF worth $619K as of Q3 2026.
ARQ Wealth Advisors bought 677 Simplify US Equity PLUS GBTC ETF shares in Q3 2026, an estimated $33.1K.
Simplify US Equity PLUS GBTC ETF made up 0.07% of ARQ Wealth Advisors's portfolio in Q3 2026, its #142 holding.
ARQ Wealth Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.