Worth Asset Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$794K Buy
2025
Q2
$262K Sell
2025
Q1
$413K Sell
2024
Q4
$653K Buy
2024
Q3
$356K Buy
2024
Q2
$326K Sell
2024
Q1
$692K Sell
2023
Q4
$1.42M Buy
2023
Q3
$678K Buy