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Householder Group Estate & Retirement Specialist’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
11
-10,608
-100% -$407K ﹤0.01% 1124
2024
Q3 		$386K Sell
10,619
-3,418
-24% -$119K 0.11% 169
2024
Q2 		$484K Buy
+14,037
New +$469K 0.14% 141

Other funds holding SPBC

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPBC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 100% in Q4 2024, selling an estimated $407K and leaving 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Householder Group Estate & Retirement Specialist first reported a position in SPBC in Q2 2024 and has held it in 3 quarters since. The position peaked at $484K in Q2 2024. 20 funds tracked by Wall St. Rank hold SPBC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 11 shares of Simplify US Equity PLUS GBTC ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 10,608 Simplify US Equity PLUS GBTC ETF shares in Q4 2024, an estimated $407K.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1124 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Simplify US Equity PLUS GBTC ETF position peaked at $484K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.