Fundamentun »

Simplify Exchange Traded Fun shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 86k 23.64
2025-03-31 $1.6M 63k 24.68

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
LPL Financial
Beacon Capital Management
Kestra Advisory Services
Elevated Capital Advisors
POM Investment Strategies
RiverTree Advisors
Park Edge Advisors
Wedbush Morgan Securities
CLS Investments
Envestnet Asset Management
Change Path
Steward Partners Investment Advisory
Principal Securities
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun