Independent Advisor Alliance »

Simplify Exchange Traded Fun shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 33k 23.85

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ameris Ban (ABCB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Spdr Gold Tr Gold Shs (GLD)
Advanced Micro Devices (AMD)
Home Depot (HD)

View all positions for Independent Advisor Alliance

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