Sigma Planning »

Simplify Exchange Traded Fun shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 9.3k 21.71
2024-06-30 $244k 12k 20.76
2024-03-31 $257k 12k 21.43

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

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
Napa Wealth Management
Jane Street
Envestnet Asset Management
Legacy Wealth Managment
Legacy Investment Solutions
Prosperity Wealth Management

View all funds holding Simplify Exchange Traded Fun