High Point Wealth Management
SPBC icon

High Point Wealth Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

High Point Wealth Management’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 		– Sell
-30
Closed -$1.34K – 269
2025
Q4 		$1.34K Buy
+30
New +$1.34K ﹤0.01% 239

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Private Advisor Group
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Chicago Partners Investment Group
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SFG Wealth Management
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Citadel Advisors
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Total Clarity Wealth Management
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NewEdge Advisors
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Old Mission Capital
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High Point Wealth Management's SPBC Position: Q1 2026 in Review

High Point Wealth Management sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q1 2026, closing a stake of 30 shares — an estimated $1.34K sold.

High Point Wealth Management first reported a position in SPBC in Q4 2025 and held it in 1 quarter. The position peaked at $1.34K in Q4 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • High Point Wealth Management reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q1 2026 after selling out during the quarter.
  • High Point Wealth Management sold 30 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $1.34K.
  • High Point Wealth Management first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2025 and held it in 1 quarter.
  • High Point Wealth Management's Simplify US Equity PLUS GBTC ETF position peaked at $1.34K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on High Point Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.