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Simplify Exchange Traded Fun shares owned by Castleview Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun shares owned by Castleview Partners from 13F filings

Historical chart of Castleview 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 Castleview 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 Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 45k 25.43

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
Apple (AAPL)
ConocoPhillips (COP)
Home Depot (HD)
Bristol Myers Squibb (BMY)
Managed Portfolio Series Leuthold Select (LST)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Amgen (AMGN)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Fidelity Covington Trust High Divid Etf (FDVV)
UnitedHealth (UNH)
Vaneck Etf Trust Real Assets Etf (RAAX)

View all positions for Castleview Partners

Top funds holding Simplify Exchange Traded Fun

Castleview Partners
VisionPoint Advisory Group

View all funds holding Simplify Exchange Traded Fun