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Simplify Exchange Traded Fun shares owned by Greykasell Wealth Strategies

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

Historical chart of Greykasell 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 Greykasell 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 Greykasell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $800k 39k 20.71
2025-06-30 $383k 19k 20.64
2025-03-31 $385k 18k 21.15

More positions owned by Greykasell Wealth Strategies

Ishares Global 100 Etf Etf (IOO)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Gold Shares Etf (GLD)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Greykasell Wealth Strategies

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