SFG Wealth Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

SFG Wealth Management’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	$1.39M	Sell	29,425 -191	-0.6%	-$8.9K	0.5%	32
2026 Q1	$1.23M	Sell	29,616 -70,785	-71%	-$3.11M	0.51%	35
2025 Q4	$4.49M	Buy	100,401 +1,132	+1%	+$50.7K	1.76%	9
2025 Q3	$4.45M	Buy	+99,269	New	+$4.28M	1.93%	7
2025 Q2	–	Sell	-102,878	Closed	-$3.74M	–	117
2025 Q1	$3.74M	Sell	102,878 -124,451	-55%	-$4.82M	1.82%	11
2024 Q4	$8.78M	Buy	227,329 +4,050	+2%	+$156K	4.61%	5
2024 Q3	$8.12M	Buy	223,279 +15,486	+7%	+$541K	4.31%	5
2024 Q2	$7.17M	Buy	207,793 +29,704	+17%	+$992K	4.09%	5
2024 Q1	$6.02M	Buy	178,089 +133,968	+304%	+$4.15M	3.58%	7
2023 Q4	$1.25M	Buy	+44,121	New	+$1.15M	0.83%	24

Other funds holding SPBC

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 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

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

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

API

Asset Planning Inc Cypress, California $154M AUM 25.18% 1-Year Est. Return

SFG Wealth Management's SPBC Position: Q2 2026 in Review

SFG Wealth Management reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 0.64% in Q2 2026, selling an estimated $8.9K and leaving 29,425 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #32.

SFG Wealth Management first reported a position in SPBC in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.78M in Q4 2024. 9 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

SFG Wealth Management held 29,425 shares of Simplify US Equity PLUS GBTC ETF worth $1.39M as of Q2 2026.
SFG Wealth Management sold 191 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $8.9K.
Simplify US Equity PLUS GBTC ETF made up 0.5% of SFG Wealth Management's portfolio in Q2 2026, its #32 holding.
SFG Wealth Management first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2023 and has held it in 10 quarters since.
SFG Wealth Management's Simplify US Equity PLUS GBTC ETF position peaked at $8.78M in Q4 2024.
9 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.