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Simplify Exchange Traded Fun shares owned by Cambridge Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Cambridge Advisors from 13F filings

Historical chart of Cambridge Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 26k 21.87
2023-12-31 $475k 21k 23.15

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Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Rockefeller Capital Management
New York State Common Retirement Fund
Southern Farm Bureau Life Insurance
Ancora Advisors
Simplify Asset Management
HighTower Advisors
Royal Bank of Canada
Oakmont Partners
Peak Financial Advisors

View all funds holding Simplify Exchange Traded Fun