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 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 $578M AUM 19.5% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

API

Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return

ARQ Wealth Advisors's SPBC Position: Q2 2026 in Review

ARQ Wealth Advisors opened a new position in Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2026: 11,671 shares worth $557K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in SPBC as recently as Q4 2025.

ARQ Wealth Advisors first reported a position in SPBC in Q1 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

ARQ Wealth Advisors held 11,671 shares of Simplify US Equity PLUS GBTC ETF worth $557K as of Q2 2026.
Simplify US Equity PLUS GBTC ETF was a new ARQ Wealth Advisors position in Q2 2026.
Simplify US Equity PLUS GBTC ETF made up 0.07% of ARQ Wealth Advisors's portfolio in Q2 2026, its #147 holding.
ARQ Wealth Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.