Raymond James Financial’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Raymond James Financial’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	-7,111	Closed	-$296K	–	5569
2026 Q1	$296K	Buy	+7,111	New	+$312K	﹤0.01%	4664

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 40.89% 1-Year Est. Return

Raymond James Financial's SPBC Position: Q2 2026 in Review

Raymond James Financial sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2026, closing a stake of 7,111 shares — an estimated $296K sold.

Raymond James Financial first reported a position in SPBC in Q1 2026 and held it in 1 quarter. The position peaked at $296K in Q1 2026. 20 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

Raymond James Financial reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 7,111 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $296K.
Raymond James Financial first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2026 and held it in 1 quarter.
Raymond James Financial's Simplify US Equity PLUS GBTC ETF position peaked at $296K in Q1 2026.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.