UBS Group
SPBC icon

UBS Group’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

UBS Group’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 		$7.15K Sell
172
-86
-33% -$3.78K ﹤0.01% 8615
2025
Q4 		$11.5K Sell
258
-47
-15% -$2.11K ﹤0.01% 8160
2025
Q3 		$13.7K Sell
305
-1,523
-83% -$65.7K ﹤0.01% 8388
2025
Q2 		$75.8K Buy
+1,828
New +$69.4K ﹤0.01% 7455
2025
Q1 		– Sell
-4,342
Closed -$168K – 10692
2024
Q4 		$168K Buy
4,342
+4,309
+13,058% +$166K ﹤0.01% 6560
2024
Q3 		$1.2K Sell
33
-1,400
-98% -$48.9K ﹤0.01% 8692
2024
Q2 		$49.5K Buy
1,433
+1,343
+1,492% +$44.8K ﹤0.01% 6696
2024
Q1 		$3.04K Sell
90
-3
-3% -$93 ﹤0.01% 7779
2023
Q4 		$2.64K Sell
93
-33
-26% -$861 ﹤0.01% 8081
2023
Q3 		$3.02K Sell
126
-119
-49% -$2.97K ﹤0.01% 7617
2023
Q2 		$6.12K Buy
+245
New +$5.69K ﹤0.01% 7396
2023
Q1 		– Sell
-242
Closed -$4.87K – 10318
2022
Q4 		$4.87K Buy
242
+146
+152% +$2.98K ﹤0.01% 9261
2022
Q3 		$2K Buy
+96
New +$2.08K ﹤0.01% 9775
2022
Q2 		– Sell
-150
Closed -$4K – 10896
2022
Q1 		$4K Buy
150
+46
+44% +$1.19K ﹤0.01% 9319
2021
Q4 		$3K Buy
+104
New +$2.94K ﹤0.01% 9687
2021
Q3 		– Sell
-901
Closed -$23K – 10044
2021
Q2 		$23K Buy
+901
New +$22.6K ﹤0.01% 7196

Other funds holding SPBC

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

UBS Group's SPBC Position: Q1 2026 in Review

UBS Group reduced its Simplify US Equity PLUS GBTC ETF (SPBC) stake by 33% in Q1 2026, selling an estimated $3.78K and leaving 172 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #8615.

UBS Group first reported a position in SPBC in Q2 2021 and has held it in 16 quarters since. The position peaked at $168K in Q4 2024. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • UBS Group held 172 shares of Simplify US Equity PLUS GBTC ETF worth $7.15K as of Q1 2026.
  • UBS Group sold 86 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $3.78K.
  • Simplify US Equity PLUS GBTC ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8615 holding.
  • UBS Group first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2021 and has held it in 16 quarters since.
  • UBS Group's Simplify US Equity PLUS GBTC ETF position peaked at $168K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.