Chicago Partners Investment Group’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Chicago Partners Investment Group’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	$1.24M	Sell	26,319 -2,857	-10%	-$133K	0.02%	554
2026 Q1	$1.35M	Sell	29,176 -481	-2%	-$21.1K	0.03%	440
2025 Q4	$1.34M	Buy	29,657 +747	+3%	+$33.5K	0.03%	386
2025 Q3	$1.33M	Buy	28,910 +10,096	+54%	+$436K	0.03%	355
2025 Q2	$806K	Buy	18,814 +4,747	+34%	+$180K	0.02%	452
2025 Q1	$524K	Buy	14,067 +4,385	+45%	+$170K	0.02%	506
2024 Q4	$377K	Buy	+9,682	New	+$372K	0.01%	586

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

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

Chicago Partners Investment Group's SPBC Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 9.8% in Q2 2026, selling an estimated $133K and leaving 26,319 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #554.

Chicago Partners Investment Group first reported a position in SPBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2026. 9 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

Chicago Partners Investment Group held 26,319 shares of Simplify US Equity PLUS GBTC ETF worth $1.24M as of Q2 2026.
Chicago Partners Investment Group sold 2,857 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $133K.
Simplify US Equity PLUS GBTC ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #554 holding.
Chicago Partners Investment Group first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2024 and has held it in 7 quarters since.
Chicago Partners Investment Group's Simplify US Equity PLUS GBTC ETF position peaked at $1.35M in Q1 2026.
9 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.