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

WJ 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
Q1 		– Sell
-4,939
Closed -$221K – 78
2025
Q4 		$221K Sell
4,939
-43,980
-90% -$1.97M 0.1% 68
2025
Q3 		$2.23M Buy
+48,919
New +$2.11M 0.98% 25

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 $5B AUM 26.84% 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

WJ Wealth Management's SPBC Position: Q1 2026 in Review

WJ Wealth Management sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q1 2026, closing a stake of 4,939 shares — an estimated $221K sold.

WJ Wealth Management first reported a position in SPBC in Q3 2025 and held it in 2 quarters. The position peaked at $2.23M in Q3 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • WJ Wealth Management reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q1 2026 after selling out during the quarter.
  • WJ Wealth Management sold 4,939 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $221K.
  • WJ Wealth Management first reported a position in Simplify US Equity PLUS GBTC ETF in Q3 2025 and held it in 2 quarters.
  • WJ Wealth Management's Simplify US Equity PLUS GBTC ETF position peaked at $2.23M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.