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 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley's SPBC Position: Q1 2026 in Review

Morgan Stanley reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 17% in Q1 2026, selling an estimated $44 and leaving 5 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #7689.

Morgan Stanley first reported a position in SPBC in Q2 2023 and has held it in 8 quarters since. The position peaked at $299 in Q4 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

Morgan Stanley held 5 shares of Simplify US Equity PLUS GBTC ETF worth $225 as of Q1 2026.
Morgan Stanley sold 1 Simplify US Equity PLUS GBTC ETF share in Q1 2026, an estimated $44.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7689 holding.
Morgan Stanley first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2023 and has held it in 8 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 Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.