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Simplify Us Eq Plus Gbtc Etf shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Simplify Us Eq Plus Gbtc Etf

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All positions including Simplify Us Eq Plus Gbtc Etf held by Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 9.8k 36.36
2024-06-30 $326k 9.5k 34.52
2024-03-31 $692k 21k 33.81
2023-12-31 $1.4M 50k 28.43
2023-09-30 $678k 28k 23.96

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

Top funds holding Simplify Us Eq Plus Gbtc Etf

Private Advisor
SFG Wealth Management
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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