LPL Financial’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Buy |
223,822
+39,066
| +21% | +$1.62M | ﹤0.01% | 1791 |
|
|
2025
Q1 | $6.71M | Buy |
184,756
+81,415
| +79% | +$2.96M | ﹤0.01% | 1901 |
|
|
2024
Q4 | $3.99M | Buy |
103,341
+48,026
| +87% | +$1.86M | ﹤0.01% | 2248 |
|
|
2024
Q3 | $2.01M | Buy |
55,315
+3,868
| +8% | +$141K | ﹤0.01% | 2710 |
|
|
2024
Q2 | $1.78M | Buy |
51,447
+16,154
| +46% | +$558K | ﹤0.01% | 2688 |
|
|
2024
Q1 | $1.19M | Buy |
+35,293
| New | +$1.19M | ﹤0.01% | 2988 |
|