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Simplify Us Eq Plus Gbtc Etf shares owned by CWM

Quarter-by-quarter ownership of Simplify Us Eq Plus Gbtc Etf (SPBC) shares owned by CWM from 13F filings

Historical chart of CWM investment in Simplify Us Eq Plus Gbtc Etf

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All positions including Simplify Us Eq Plus Gbtc Etf held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Us Eq Plus Gbtc Etf by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 274k 44.85
2025-06-30 $11M 274k 41.44

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Simplify Us Eq Plus Gbtc Etf

Private Advisor
LPL Financial
CWM
SFG Wealth Management
Advisor Group Holdings
WJ Wealth Management
Total Clarity Wealth Management
Chicago Partners Investment
Susquehanna International
Worth Asset Management
Goss Wealth Management
Hrt Financial
Arq Wealth Advisors
Jane Street
TCTC Holdings

View all funds holding Simplify Us Eq Plus Gbtc Etf