JBR Co Financial Management »

Simplify Exchange Traded Fun shares owned by JBR Co Financial Management

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

Historical chart of JBR Co Financial 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 JBR Co Financial 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 JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 15k 23.85
2025-06-30 $345k 15k 23.64
2025-03-31 $360k 15k 24.68

More positions owned by JBR Co Financial Management

NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Reaves Util Income Com Sh Ben Int (UTG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chevron Corporation (CVX)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Pacer Fds Tr Amercn Enrgy Ind (USAI)

View all positions for JBR Co Financial Management

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