Simplify US Equity PLUS Bitcoin Strategy ETF
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 4 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About SPBC
Principal Investment Strategies: The Fund has adopted a non-fundamental policy that, under normal circumstances, the Fund will invest at least 80% of its net assets (plusany borrowings for investment purposes) in equity securities of U.S. companies, exchange-traded products with direct exposure to Bitcoin(“Bitcoin ETPs), and exchange-traded funds with indirect exposure to Bitcoin primarily through Bitcoin futures, options, swaps,or other derivative instruments (“Bitcoin ETFs”). The Adviser may invest in affiliated money market ETFs to manage liquidity or to pledge as collateral for derivatives. US Equity Strategy The Fund invests in equity securities of U.S. companiesthrough (i) exchange-traded futures contracts, (ii) equity securities of U.S. companies, and (iii) ETFs that primarily invest in theequity securities of U.S. companies. The Fund defines equity securities as common stock, preferred stock, or futures on common or preferredstock. The Fund defines U.S. companies as those organized in the U.S.; having a class of securities whose principal securities marketis in the U.S.; or derives 50% or more of its total revenues or earnings from goods produced, sales made, or services provided in theU.S., or maintains 50% or more of its employees, assets, investments, operations, or other business activity in the U.S. The Fund investsin companies without restriction as to capitalization. The Adviser believes that, based upon its historicalresearch, a base allocation to equities will make a significant contribution to long-term capital appreciation, while providing dividendincome to help offset Fund operating expenses. The Adviser evaluates expected return, expenses, management, and leveraging effects wheninitially choosing between specific stocks, ETFs, and futures and evaluates allocations among these instruments on an ongoing basis todetermine whether any adjustments to the allocations would provide better expected returns. The Adviser does not frequently trade US equitiesbut seeks to maintain consistent exposure to the US equity market. BitcoinStrategy The Fund targets a 10% of total assets allocationto Bitcoin ETPs and Bitcoin ETFs. The Fund generally rebalances this allocation quarterly, but will rebalance more frequently to ensurethe allocation does not exceed 25% of its total assets. Bitcoin ETPs are investment vehicles that track the price of Bitcoin by directlyholding actual Bitcoin (called “spot”) as their underlying asset while Bitcoin ETFs primarily invest in derivatives linkedto Bitcoin to gain exposure to Bitcoin. The Bitcoin ETPs and Bitcoin ETFs trade on a U.S.-regulated securities exchange. Unlike BitcoinETFs, Bitcoin ETPs are not registered as investment companies under the Investment Company Act of 1940, as amended (the “1940 Act”).The Adviser selects specific Bitcoin ETPs and Bitcoin ETFs (including affiliated Bitcoin ETFs) that it believes offer sufficient liquidityand relatively low expenses. Description of Bitcoin and Bitcoin Blockchain Bitcoin is a digital asset that operates on adecentralized network using blockchain technology to facilitate secure and anonymous transactions. Bitcoin represents a digital assetthat functions as a medium of exchange (although it is not widely used in this manner at present) utilizing cryptographic protocols tosecure transactional processes, control the creation of additional units, and verify the transfer of assets. Its operation on a decentralizedblockchain network ensures both transparency and immutability of records, without the need for a central authority. This innovative technologyunderpinning Bitcoin allows for peer-to-peer transactions and provides a framework for digital scarcity. The Bitcoin blockchain constitutes a decentralized,digital ledger technology that chronologically and publicly records all Bitcoin transactions. This technology is characterized by itsuse of blocks, which are structurally linked in a chain through cryptographic hashes. Each block contains a list of transactions that,once verified and added to the blockchain through a consensus process known as proof of work, become extremely difficult to reverse andtamper with. The integrity, transparency, and security of the transactional data are maintained autonomously within the Bitcoin network,eliminating the necessity for central oversight and facilitating trust in a peer-to-peer system. The Fund will not investdirectly in Bitcoin, Bitcoin futures, or other crypto assets. The Fund is not expected to track the price movements of crypto assets.
SPBC News
- Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC) Short Interest Up 159.1% in July
- (SPBC) Movement Within Algorithmic Entry Frameworks
- How (SPBC) Movements Inform Risk Allocation Models
- Trading Systems Reacting to (SPBC) Volatility
- Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC) Short Interest Update
- Trading Systems Reacting to (SPBC) Volatility
- How Simplify Us Equity Plus Gbtc Etf (SPBC) Affects Rotational Strategy Timing
- (SPBC) and the Role of Price-Sensitive Allocations
- Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC) Short Interest Up 125.4% in May
- Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC) Sees Significant Growth in Short Interest
Data for SPBC is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.