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

Total Clarity 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	$1.09M	Buy	23,086 +2,067	+10%	+$96.3K	0.21%	114
2026 Q1	$874K	Sell	21,019 -27,461	-57%	-$1.21M	0.21%	123
2025 Q4	$2.17M	Buy	48,480 +7,962	+20%	+$357K	0.52%	53
2025 Q3	$1.82M	Sell	40,518 -1,011	-2%	-$43.6K	0.48%	57
2025 Q2	$1.72M	Buy	41,529 +9,661	+30%	+$367K	0.49%	53
2025 Q1	$1.23M	Sell	31,868 -57	-0.2%	-$2.21K	0.4%	70
2024 Q4	$1.23M	Sell	31,925 -48,015	-60%	-$1.84M	0.4%	70
2024 Q3	$2.91M	Buy	79,940 +5,515	+7%	+$193K	0.94%	27
2024 Q2	$2.57M	Buy	74,425 +24,304	+48%	+$812K	0.89%	33
2024 Q1	$1.7M	Buy	+50,121	New	+$1.55M	0.59%	44

Other funds holding SPBC

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

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

Total Clarity Wealth Management's SPBC Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 9.8% in Q2 2026, buying an estimated $96.3K and bringing the position to 23,086 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #114.

Total Clarity Wealth Management first reported a position in SPBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.91M in Q3 2024. 9 funds tracked by Wall St. Rank hold SPBC as of Q2 2026.

Total Clarity Wealth Management held 23,086 shares of Simplify US Equity PLUS GBTC ETF worth $1.09M as of Q2 2026.
Total Clarity Wealth Management bought 2,067 Simplify US Equity PLUS GBTC ETF shares in Q2 2026, an estimated $96.3K.
Simplify US Equity PLUS GBTC ETF made up 0.21% of Total Clarity Wealth Management's portfolio in Q2 2026, its #114 holding.
Total Clarity Wealth Management first reported a position in Simplify US Equity PLUS GBTC ETF in Q1 2024 and has held it in 10 quarters since.
Total Clarity Wealth Management's Simplify US Equity PLUS GBTC ETF position peaked at $2.91M in Q3 2024.
9 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.