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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
2024-03-31 $692k 21k 33.81
2023-12-31 $1.4M 50k 28.43
2023-09-30 $678k 28k 23.96

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Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Neos Enhanced Income Ca Alt Etf Etf (CSHI)
Nvidia Corporation Stock (NVDA)
Vanguard Total Bond Market Etf Etf (BND)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Meta Platforms Inc Cl A Stock (META)
General Mtrs Stock (GM)
American Express Stock (AXP)
Caterpillar Stock (CAT)
Lam Research Corp Stock (LRCX)

View all positions for Worth Asset Management

Top funds holding Simplify Us Eq Plus Gbtc Etf

SFG Wealth Management
Total Clarity Wealth Management
Advisor Group Holdings
Worth Asset Management
Private Trust Co Na
UBS Group
Bank of America Corporation

View all funds holding Simplify Us Eq Plus Gbtc Etf