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Simplify Exchange Traded Fun shares owned by Balance Wealth

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

Historical chart of Balance Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $671k 32k 20.71
2025-06-30 $652k 32k 20.64
2025-03-31 $468k 22k 21.15

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
Stadion Money Management
AE Wealth Management
Great Diamond Partners
Park Edge Advisors
Beacon Capital Management
LPL Financial
Financial Enhancement
J Hagan Capital
Elevated Capital Advisors
POM Investment Strategies
Principal Securities
H D Vest Advisory Services
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun