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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
Q3 		$6.85M Buy
136,705
+5,779
+4% +$283K 1.16% 14
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Professional Financial Advisors's SPBC Position: Q3 2026 in Review

Professional Financial Advisors increased its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 4.4% in Q3 2026, buying an estimated $283K and bringing the position to 136,705 shares worth $6.85M. The position accounts for 1.16% of the portfolio, ranked #14.

Professional Financial Advisors first reported a position in SPBC in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold SPBC as of Q3 2026.

  • Professional Financial Advisors held 136,705 shares of Simplify US Equity PLUS GBTC ETF worth $6.85M as of Q3 2026.
  • Professional Financial Advisors bought 5,779 Simplify US Equity PLUS GBTC ETF shares in Q3 2026, an estimated $283K.
  • Simplify US Equity PLUS GBTC ETF made up 1.16% of Professional Financial Advisors's portfolio in Q3 2026, its #14 holding.
  • Professional Financial Advisors first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.