Wealth Enhancement Advisory Services
SPBC icon

Wealth Enhancement Advisory Services’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-10,289
Closed -$374K – 3477
2025
Q1 		$374K Buy
10,289
+31
+0.3% +$1.2K ﹤0.01% 2266
2024
Q4 		$396K Buy
+10,258
New +$394K ﹤0.01% 2160

Other funds holding SPBC

PAG
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPBC Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q2 2025, closing a stake of 10,289 shares — an estimated $374K sold.

Wealth Enhancement Advisory Services first reported a position in SPBC in Q4 2024 and held it in 2 quarters. The position peaked at $396K in Q4 2024. 18 funds tracked by Wall St. Rank hold SPBC as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,289 Simplify US Equity PLUS GBTC ETF shares in Q2 2025, an estimated $374K.
  • Wealth Enhancement Advisory Services first reported a position in Simplify US Equity PLUS GBTC ETF in Q4 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Simplify US Equity PLUS GBTC ETF position peaked at $396K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.