Asset Planning Inc’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Asset Planning Inc’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	$4.11K	Hold	82	–	–	﹤0.01%	275
2026 Q2	$3.87K	Buy	+82	New	+$3.82K	﹤0.01%	287

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

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

Asset Planning Inc's SPBC Position: Q3 2026 in Review

Asset Planning Inc held its Simplify US Equity PLUS GBTC ETF (SPBC) position steady in Q3 2026 at 82 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Asset Planning Inc first reported a position in SPBC in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SPBC as of Q3 2026.

Asset Planning Inc held 82 shares of Simplify US Equity PLUS GBTC ETF worth $4.11K as of Q3 2026.
Asset Planning Inc left its Simplify US Equity PLUS GBTC ETF share count unchanged in Q3 2026.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #275 holding.
Asset Planning Inc first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.