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Simplify Exchange Traded Fun shares owned by ORG Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 66k 23.60
2023-09-30 $561k 20k 27.55
2023-06-30 $1.7M 67k 25.54
2023-03-31 $1.7M 73k 23.41

More positions owned by ORG Partners

Energy Transfer Limited Partnershp (ET)
Gilead Sciences Common Stock (GILD)
1/100 Berkshire Htwy Common Stock
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)
Berkshire Hathaway Common Stock (BRK.B)
Enterprise Prods Part Limited Partnershp (EPD)
Amgen Common Stock (AMGN)
Cathay General Banco Common Stock (CATY)
Cohen Steers Qual Income Closed End Mutl Fund (RQI)
Alibaba Group Hldg Ltd F American Depository (BABA)
Nvidia Corp Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Brit Amer Tobacco F American Depository (BTI)
Apple Common Stock (AAPL)
Roche Hldg Ag F American Depository (RHHBY)

View all positions for ORG Partners

Top funds holding Simplify Exchange Traded Fun

Orion Portfolio Solutions
Clear Creek Financial Management
Peak Financial Advisors
Miracle Mile Advisors
Simplify Asset Management
Financial Enhancement
Wealth Enhancement Advisory Services
Wealthsource Partners
Jane Street
Moors & Cabot
Aries Wealth Management
H D Vest Advisory Services
New York Life Investment Management
Royal Bank of Canada
FMA Wealth Management

View all funds holding Simplify Exchange Traded Fun