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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
Q2 		$3.87K Buy
+82
New +$3.82K ﹤0.01% 287

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
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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

Asset Planning Inc's SPBC Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2026: 82 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings.

7 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

  • Asset Planning Inc held 82 shares of Simplify US Equity PLUS GBTC ETF worth $3.87K as of Q2 2026.
  • Simplify US Equity PLUS GBTC ETF was a new Asset Planning Inc position in Q2 2026.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #287 holding.
  • 7 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.