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SPBC icon

NewEdge Advisors’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

NewEdge Advisors’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 		$593K Buy
14,259
+1,811
+15% +$79.6K ﹤0.01% 1848
2025
Q4 		$557K Buy
12,448
+3,030
+32% +$136K ﹤0.01% 1890
2025
Q3 		$422K Buy
9,418
+8,128
+630% +$351K ﹤0.01% 1937
2025
Q2 		$53.5K Sell
1,290
-445
-26% -$16.9K ﹤0.01% 2647
2025
Q1 		$63K Buy
1,735
+200
+13% +$7.75K ﹤0.01% 2470
2024
Q4 		$59.3K Buy
+1,535
New +$59K ﹤0.01% 2467
2022
Q1 		– Sell
-26,645
Closed -$749K – 1574
2021
Q4 		$749K Buy
+26,645
New +$754K 0.01% 875

Other funds holding SPBC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $21.3B AUM 22.13% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $243M AUM 22.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return