Bank of America
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Bank of America’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Bank of America’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
2024
Q1 		– Sell
-2
Closed -$57 – 8151
2023
Q4 		$57 Buy
+2
New +$52 ﹤0.01% 7480

Other funds holding SPBC

SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's SPBC Position: Q1 2024 in Review

Bank of America sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q1 2024, closing a stake of 2 shares — an estimated $57 sold.

Bank of America first reported a position in SPBC in Q4 2023 and held it in 1 quarter. The position peaked at $57 in Q4 2023. 12 funds tracked by Wall St. Rank hold SPBC as of Q1 2024.

  • Bank of America reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of America sold 2 Simplify US Equity PLUS GBTC ETF shares in Q1 2024, an estimated $57.
  • Bank of America first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2023 and held it in 1 quarter.
  • Bank of America's Simplify US Equity PLUS GBTC ETF position peaked at $57 in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2024.

Based on Bank of America's 13F filing for Q1 2024, filed 15 May 2024.