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IFP Advisors’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

IFP Advisors’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
2023
Q4 		– Sell
-115
Closed -$2.76K – 3316
2023
Q3 		$2.76K Sell
115
-529
-82% -$13.2K ﹤0.01% 2732
2023
Q2 		$16.1K Sell
644
-1,041
-62% -$24.2K ﹤0.01% 2114
2023
Q1 		$41.8K Sell
1,685
-136
-7% -$2.99K ﹤0.01% 1659
2022
Q4 		$46K Hold
1,821
– – ﹤0.01% 2302
2022
Q3 		$46K Buy
+1,821
New +$39.5K ﹤0.01% 2436

Other funds holding SPBC

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's SPBC Position: Q4 2023 in Review

IFP Advisors sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q4 2023, closing a stake of 115 shares — an estimated $2.76K sold.

IFP Advisors first reported a position in SPBC in Q3 2022 and held it in 5 quarters. The position peaked at $46K in Q4 2022. 7 funds tracked by Wall St. Rank hold SPBC as of Q4 2023.

  • IFP Advisors reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 115 Simplify US Equity PLUS GBTC ETF shares in Q4 2023, an estimated $2.76K.
  • IFP Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q3 2022 and held it in 5 quarters.
  • IFP Advisors's Simplify US Equity PLUS GBTC ETF position peaked at $46K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.