Morgan Stanley’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Morgan Stanley’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 Q2	$172	Sell	3 -2	-40%	-$93	﹤0.01%	7873
2026 Q1	$225	Sell	5 -1	-17%	-$44	﹤0.01%	7689
2025 Q4	$299	Hold	6	–	–	﹤0.01%	7587
2025 Q3	$291	Buy	+6	New	+$259	﹤0.01%	7561
2025 Q2	–	Sell	-1	Closed	-$58	–	8267
2025 Q1	$58	Hold	1	–	–	﹤0.01%	7679
2024 Q4	$49	Buy	+1	New	+$38	﹤0.01%	7613
2024 Q3	–	Sell	-2	Closed	-$74	–	8019
2024 Q2	$74	Buy	2 +1	+100%	+$33	﹤0.01%	7406
2024 Q1	$50	Buy	+1	New	+$31	﹤0.01%	7486
2023 Q3	–	Sell	-1	Closed	-$25	–	7695
2023 Q2	$25	Buy	+1	New	+$23	﹤0.01%	7576

Other funds holding SPBC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

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

SWM

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

CPIG

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

TCWM

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

PAG

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley's SPBC Position: Q2 2026 in Review

Morgan Stanley reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 40% in Q2 2026, selling an estimated $93 and leaving 3 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #7873.

Morgan Stanley first reported a position in SPBC in Q2 2023 and has held it in 9 quarters since. The position peaked at $299 in Q4 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

Morgan Stanley held 3 shares of Simplify US Equity PLUS GBTC ETF worth $172 as of Q2 2026.
Morgan Stanley sold 2 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $93.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7873 holding.
Morgan Stanley first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2023 and has held it in 9 quarters since.
Morgan Stanley's Simplify US Equity PLUS GBTC ETF position peaked at $299 in Q4 2025.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.