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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.5K Sell
1,290
-445
-26% -$18.4K ﹤0.01% 2647
2025
Q1
$63K Buy
1,735
+200
+13% +$7.26K ﹤0.01% 2470
2024
Q4
$59.3K Buy
+1,535
New +$59.3K ﹤0.01% 2467
2022
Q1
Sell
-26,645
Closed -$749K 1570
2021
Q4
$749K Buy
+26,645
New +$749K 0.01% 875