Total Clarity Wealth Management Inc. Trims Position in Simplify U.S. Equity PLUS GBTC ETF $SPBC

Posted by Brian Himes on Jun 23rd, 2026

Total Clarity Wealth Management Inc. lowered its holdings in Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC – Free Report) by 56.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,019 shares of the company’s stock after selling 27,461 shares during the quarter. Total Clarity Wealth Management Inc. owned 2.14% of Simplify U.S. Equity PLUS GBTC ETF worth $874,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. NewEdge Advisors LLC grew its holdings in Simplify U.S. Equity PLUS GBTC ETF by 32.2% during the fourth quarter. NewEdge Advisors LLC now owns 12,448 shares of the company’s stock worth $557,000 after acquiring an additional 3,030 shares during the period. ARQ Wealth Advisors LLC boosted its position in Simplify U.S. Equity PLUS GBTC ETF by 12.4% in the 4th quarter. ARQ Wealth Advisors LLC now owns 7,263 shares of the company’s stock worth $325,000 after purchasing an additional 803 shares in the last quarter. SFG Wealth Management LLC. grew its stake in shares of Simplify U.S. Equity PLUS GBTC ETF by 1.1% during the 4th quarter. SFG Wealth Management LLC. now owns 100,401 shares of the company’s stock worth $4,490,000 after purchasing an additional 1,132 shares during the period. Chicago Partners Investment Group LLC grew its stake in shares of Simplify U.S. Equity PLUS GBTC ETF by 2.6% during the 4th quarter. Chicago Partners Investment Group LLC now owns 29,657 shares of the company’s stock worth $1,341,000 after purchasing an additional 747 shares during the period. Finally, CWM LLC increased its holdings in shares of Simplify U.S. Equity PLUS GBTC ETF by 2.0% during the 4th quarter. CWM LLC now owns 279,525 shares of the company’s stock valued at $12,500,000 after purchasing an additional 5,362 shares in the last quarter. Hedge funds and other institutional investors own 31.71% of the company’s stock.

Simplify U.S. Equity PLUS GBTC ETF Stock Performance

Shares of Simplify U.S. Equity PLUS GBTC ETF stock opened at $47.51 on Tuesday. The company has a market cap of $44.18 million, a P/E ratio of 125.03 and a beta of 1.22. Simplify U.S. Equity PLUS GBTC ETF has a fifty-two week low of $39.66 and a fifty-two week high of $48.72. The firm has a 50-day simple moving average of $47.10 and a two-hundred day simple moving average of $45.15.

Simplify U.S. Equity PLUS GBTC ETF Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Thursday, March 26th were paid a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, March 26th. Simplify U.S. Equity PLUS GBTC ETF’s dividend payout ratio (DPR) is currently 105.26%.

Simplify U.S. Equity PLUS GBTC ETF Profile

(Free Report)

SP Bancorp, Inc is a non-diversified savings and loan holding company for SharePlus Federal Bank (the Bank). The Bank is a federally chartered savings bank. The Bank provides financial services to individuals, families and businesses through its six banking offices. The Bank’s business consists primarily of taking deposits from the general public and investing those deposits, together with funds generated from operations and borrowings, in mortgage loans secured by residential real estate, home equity loans and lines of credit, commercial real estate loans, consumer loans (consisting primarily of automobile loans) and commercial business loans.