SFG Wealth Management »

Simplify Us Eq Plus Gbtc Etf shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management investment in Simplify Us Eq Plus Gbtc Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Us Eq Plus Gbtc Etf by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 223k 36.35
2024-06-30 $7.2M 208k 34.52
2024-03-31 $6.0M 178k 33.82
2023-12-31 $1.3M 44k 28.43

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ge Aerospace Com New (GE)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

Top funds holding Simplify Us Eq Plus Gbtc Etf

Private Advisor
SFG Wealth Management
Total Clarity Wealth Management
LPL Financial
Advisor Group Holdings
Susquehanna International
Old Mission Capital
Envestnet Asset Management
Householder Group Estate & Retirement Specialist
Worth Asset Management
TCTC Holdings
Royal Bank of Canada
Private Trust Co Na
MRP Capital Investments
Morgan Stanley

View all funds holding Simplify Us Eq Plus Gbtc Etf