Carson Wealth (CWM LLC)
SPBC icon

Carson Wealth (CWM LLC)’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$11.3M Sell
271,272
-8,253
-3% -$363K 0.03% 505
2025
Q4 		$12.5M Buy
279,525
+5,362
+2% +$240K 0.03% 444
2025
Q3 		$12.3M Buy
274,163
+687
+0.3% +$29.6K 0.04% 405
2025
Q2 		$11.3M Buy
+273,476
New +$10.4M 0.04% 364

Other funds holding SPBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 3% in Q1 2026, selling an estimated $363K and leaving 271,272 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #505.

Carson Wealth (CWM LLC) first reported a position in SPBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.5M in Q4 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 271,272 shares of Simplify US Equity PLUS GBTC ETF worth $11.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,253 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $363K.
  • Simplify US Equity PLUS GBTC ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #505 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Simplify US Equity PLUS GBTC ETF position peaked at $12.5M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.