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Simplify Exchange Traded Fun shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 104k 21.71
2024-06-30 $2.1M 102k 20.76
2024-03-31 $1.8M 83k 21.43
2023-12-31 $1.1M 49k 22.08

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

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