LPL Financial’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

LPL Financial’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	$6.02M	Sell	144,680 -28,565	-16%	-$1.26M	﹤0.01%	2460
2025 Q4	$7.75M	Sell	173,245 -221,192	-56%	-$9.91M	﹤0.01%	2152
2025 Q3	$17.7M	Buy	394,437 +170,615	+76%	+$7.36M	0.01%	1443
2025 Q2	$9.28M	Buy	223,822 +39,066	+21%	+$1.48M	﹤0.01%	1794
2025 Q1	$6.71M	Buy	184,756 +81,415	+79%	+$3.15M	﹤0.01%	1905
2024 Q4	$3.99M	Buy	103,341 +48,026	+87%	+$1.84M	﹤0.01%	2256
2024 Q3	$2.01M	Buy	55,315 +3,868	+8%	+$135K	﹤0.01%	2736
2024 Q2	$1.78M	Buy	51,447 +16,154	+46%	+$539K	﹤0.01%	2710
2024 Q1	$1.19M	Buy	+35,293	New	+$1.09M	﹤0.01%	3019

Other funds holding SPBC

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's SPBC Position: Q1 2026 in Review

LPL Financial reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 16% in Q1 2026, selling an estimated $1.26M and leaving 144,680 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

LPL Financial first reported a position in SPBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.7M in Q3 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

LPL Financial held 144,680 shares of Simplify US Equity PLUS GBTC ETF worth $6.02M as of Q1 2026.
LPL Financial sold 28,565 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $1.26M.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2460 holding.
LPL Financial first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2024 and has held it in 9 quarters since.
LPL Financial's Simplify US Equity PLUS GBTC ETF position peaked at $17.7M in Q3 2025.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.