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Simplify Exchange Traded Fun shares owned by Brian McDonald

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $61k 1.4k 44.80
2023-09-30 $67k 701 95.51

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Simplify Exchange Traded Fun

Pekin, Singer Strauss Asset Management
Commonwealth Equity Services
Integrated Wealth Concepts
BCJ Capital Management
Park Edge Advisors
Goldman Sachs Group
Private Advisor
Centaurus Financial
Citadel Advisors
VitalStone Financial
Stratos Wealth Advisors
Professional Financial Advisors
Zazove Associates
Fortis Group Advisors
Advisor Group Holdings

View all funds holding Simplify Exchange Traded Fun