Copley Financial Group »

Simplify Exchange Traded Fun shares owned by Copley Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Copley Financial Group from 13F filings

Historical chart of Copley Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Copley Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 129k 20.17

More positions owned by Copley Financial Group

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
World Gold Tr Spdr Gld Minis (GLDM)
Vaneck Etf Trust Energy Incme Et (EINC)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Spdr Series Trust State Street Spd (SPAB)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Caterpillar (CAT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Copley Financial Group

Top funds holding Simplify Exchange Traded Fun

WCG Wealth Advisors
Simplify Asset Management
Gradient Investments
Envestnet Asset Management
Sowell Financial Services
LPL Financial
AE Wealth Management
Stadion Money Management
Private Advisor
WealthPlan Investment Management
Great Diamond Partners
Principal Securities
Brookwood Investment Group
Advisor Group Holdings
Prevail Innovative Wealth Advisors

View all funds holding Simplify Exchange Traded Fun