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Old Mission Capital’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Old Mission Capital’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 		– Sell
-10,141
Closed -$422K – 1323
2026
Q1 		$422K Buy
+10,141
New +$446K 0.01% 780
2025
Q3 		– Sell
-15,893
Closed -$659K – 1303
2025
Q2 		$659K Buy
15,893
+3,822
+32% +$145K 0.01% 606
2025
Q1 		$438K Sell
12,071
-9,459
-44% -$367K 0.01% 668
2024
Q4 		$832K Buy
21,530
+13,425
+166% +$516K 0.01% 450
2024
Q3 		$295K Sell
8,105
-5,616
-41% -$196K ﹤0.01% 972
2024
Q2 		$474K Buy
+13,721
New +$458K 0.01% 757
2023
Q4 		– Sell
-8,900
Closed -$213K – 1620
2023
Q3 		$213K Sell
8,900
-9,561
-52% -$239K ﹤0.01% 998
2023
Q2 		$461K Sell
18,461
-3,227
-15% -$74.9K 0.01% 676
2023
Q1 		$495K Sell
21,688
-169
-0.8% -$3.71K 0.01% 781
2022
Q4 		$440K Buy
21,857
+11,513
+111% +$235K 0.01% 781
2022
Q3 		$198K Sell
10,344
-1,599
-13% -$34.7K 0.01% 803
2022
Q2 		$244K Buy
+11,943
New +$278K 0.01% 1049
2021
Q3 		– Sell
-9,997
Closed -$254K – 1241
2021
Q2 		$254K Buy
+9,997
New +$250K 0.01% 816

Other funds holding SPBC

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

Old Mission Capital's SPBC Position: Q2 2026 in Review

Old Mission Capital sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2026, closing a stake of 10,141 shares — an estimated $422K sold.

Old Mission Capital first reported a position in SPBC in Q2 2021 and held it in 13 quarters. The position peaked at $832K in Q4 2024. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

  • Old Mission Capital reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q2 2026 after selling out during the quarter.
  • Old Mission Capital sold 10,141 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $422K.
  • Old Mission Capital first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2021 and held it in 13 quarters.
  • Old Mission Capital's Simplify US Equity PLUS GBTC ETF position peaked at $832K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.