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Simplify Exchange Traded Fun shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 258k 20.70

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View all positions for WealthPlan Investment Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
AE Wealth Management
Stadion Money Management
Great Diamond Partners
Park Edge Advisors
Beacon Capital Management
LPL Financial
Financial Enhancement
J Hagan Capital
WealthPlan Investment Management
Elevated Capital Advisors
POM Investment Strategies
Key Capital Management
Principal Securities

View all funds holding Simplify Exchange Traded Fun