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 Q2	$58K	Sell	1,228 -13,031	-91%	-$607K	﹤0.01%	3093
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

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

NewEdge Advisors's SPBC Position: Q2 2026 in Review

NewEdge Advisors reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 91% in Q2 2026, selling an estimated $607K and leaving 1,228 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

NewEdge Advisors first reported a position in SPBC in Q4 2021 and has held it in 8 quarters since. The position peaked at $749K in Q4 2021. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

NewEdge Advisors held 1,228 shares of Simplify US Equity PLUS GBTC ETF worth $58K as of Q2 2026.
NewEdge Advisors sold 13,031 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $607K.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3093 holding.
NewEdge Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2021 and has held it in 8 quarters since.
NewEdge Advisors's Simplify US Equity PLUS GBTC ETF position peaked at $749K in Q4 2021.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.