PFA
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Professional Financial Advisors’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Professional Financial 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 		$6.18M Buy
130,926
+3,742
+3% +$174K 1.07% 15
2026
Q1 		$5.29M Buy
+127,184
New +$5.59M 1.08% 14

Other funds holding SPBC

SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 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
API
Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return

Professional Financial Advisors's SPBC Position: Q2 2026 in Review

Professional Financial Advisors increased its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 2.9% in Q2 2026, buying an estimated $174K and bringing the position to 130,926 shares worth $6.18M. The position accounts for 1.07% of the portfolio, ranked #15.

Professional Financial Advisors first reported a position in SPBC in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

  • Professional Financial Advisors held 130,926 shares of Simplify US Equity PLUS GBTC ETF worth $6.18M as of Q2 2026.
  • Professional Financial Advisors bought 3,742 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $174K.
  • Simplify US Equity PLUS GBTC ETF made up 1.07% of Professional Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Professional Financial Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.