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Truvestments Capital’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Truvestments Capital’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
2024
Q2 		– Sell
-17
Closed -$572 – 618
2024
Q1 		$572 Hold
17
– – ﹤0.01% 668
2023
Q4 		$479 Buy
+17
New +$444 ﹤0.01% 740

Other funds holding SPBC

SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Truvestments Capital's SPBC Position: Q2 2024 in Review

Truvestments Capital sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2024, closing a stake of 17 shares — an estimated $572 sold.

Truvestments Capital first reported a position in SPBC in Q4 2023 and held it in 2 quarters. The position peaked at $572 in Q1 2024. 16 funds tracked by Wall St. Rank hold SPBC as of Q2 2024.

  • Truvestments Capital reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q2 2024 after selling out during the quarter.
  • Truvestments Capital sold 17 Simplify US Equity PLUS GBTC ETF shares in Q2 2024, an estimated $572.
  • Truvestments Capital first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2023 and held it in 2 quarters.
  • Truvestments Capital's Simplify US Equity PLUS GBTC ETF position peaked at $572 in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2024.

Based on Truvestments Capital's 13F filing for Q2 2024, filed 14 Aug 2024.