Private Trust Company’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Private Trust Company’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	$14.3K	Hold	303	–	–	﹤0.01%	1937
2026 Q1	$12.6K	Hold	303	–	–	﹤0.01%	1892
2025 Q4	$13.6K	Buy	303 +1	+0.3%	+$45	﹤0.01%	1832
2025 Q3	$13.6K	Hold	302	–	–	﹤0.01%	1791
2025 Q2	$12.5K	Buy	302 +101	+50%	+$3.83K	﹤0.01%	1736
2025 Q1	$7.3K	Hold	201	–	–	﹤0.01%	1910
2024 Q4	$7.75K	Buy	201 +1	+0.5%	+$38	﹤0.01%	1836
2024 Q3	$7.27K	Hold	200	–	–	﹤0.01%	1831
2024 Q2	$6.9K	Hold	200	–	–	﹤0.01%	1814
2024 Q1	$6.76K	Buy	+200	New	+$6.2K	﹤0.01%	1798

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 40.91% 1-Year Est. Return

Private Trust Company's SPBC Position: Q2 2026 in Review

Private Trust Company held its Simplify US Equity PLUS GBTC ETF (SPBC) position steady in Q2 2026 at 303 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Private Trust Company first reported a position in SPBC in Q1 2024 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

Private Trust Company held 303 shares of Simplify US Equity PLUS GBTC ETF worth $14.3K as of Q2 2026.
Private Trust Company left its Simplify US Equity PLUS GBTC ETF share count unchanged in Q2 2026.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1937 holding.
Private Trust Company first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2024 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.