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Luken Investment Analytics’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Luken Investment Analytics’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
Q1 		– Sell
-5
Closed -$101 – 140
2022
Q4 		$101 Buy
+5
New +$102 ﹤0.01% 140

Other funds holding SPBC

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MCI
MRP Capital Investments Alpharetta, Georgia $115M AUM 48.08% 1-Year Est. Return

Luken Investment Analytics's SPBC Position: Q1 2023 in Review

Luken Investment Analytics sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q1 2023, closing a stake of 5 shares — an estimated $101 sold.

Luken Investment Analytics first reported a position in SPBC in Q4 2022 and held it in 1 quarter. The position peaked at $101 in Q4 2022. 7 funds tracked by Wall St. Rank hold SPBC as of Q1 2023.

  • Luken Investment Analytics reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q1 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 5 Simplify US Equity PLUS GBTC ETF shares in Q1 2023, an estimated $101.
  • Luken Investment Analytics first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2022 and held it in 1 quarter.
  • Luken Investment Analytics's Simplify US Equity PLUS GBTC ETF position peaked at $101 in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2023.

Based on Luken Investment Analytics's 13F filing for Q1 2023, filed 4 Apr 2023.