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Simplify Exchange Traded Fun shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $639k 29k 21.71
2024-06-30 $624k 29k 21.27
2024-03-31 $606k 28k 21.43

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Aspen Wealth Strategies

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
LPL Financial
Andina Capital Management
Park Edge Advisors
Principal Securities
Nwam
International Assets Investment Management
SFG Wealth Management
H D Vest Advisory Services
Napa Wealth Management
Old Mission Capital
Jane Street
Envestnet Asset Management
Legacy Wealth Managment

View all funds holding Simplify Exchange Traded Fun