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 Q1	$296K	Buy	+7,111	New	+$312K	﹤0.01%	4664

Other funds holding SPBC

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Raymond James Financial's SPBC Position: Q1 2026 in Review

Raymond James Financial opened a new position in Simplify US Equity PLUS GBTC ETF (SPBC) in Q1 2026: 7,111 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #4664 among its holdings.

20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

Raymond James Financial held 7,111 shares of Simplify US Equity PLUS GBTC ETF worth $296K as of Q1 2026.
Simplify US Equity PLUS GBTC ETF was a new Raymond James Financial position in Q1 2026.
Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4664 holding.
20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.