Envestnet Asset Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
2025
Q1
Sell
2024
Q4
$1.32M Buy
2024
Q3
$467K Sell
2024
Q2
$466K Buy
2024
Q1
$438K Buy
2023
Q4
$323K Buy
2023
Q3
Sell
2023
Q2
$1.87M Buy