AE Wealth Management »

Simplify Exchange Traded Fun shares owned by AE Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth 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 AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 272k 24.58
2024-06-30 $5.4M 220k 24.62
2024-03-31 $4.7M 187k 25.07

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Peak Financial Advisors
Park Edge Advisors
AE Wealth Management
Encompass More Asset Management
Lloyd Advisory Services
Kestra Advisory Services
Jane Street
Ferguson Shapiro
Legacy Wealth Managment
Legacy Investment Solutions
Redhawk Wealth Advisors
Mid-American Wealth Advisory Group
Nwam
Atria Wealth Solutions

View all funds holding Simplify Exchange Traded Fun