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Simplify Exchange Traded Fun shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $832k 33k 25.07
2023-12-31 $740k 30k 24.98

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for Kestra Private Wealth Services

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Park Edge Advisors
AE Wealth Management
Encompass More Asset Management
Kestra Private Wealth Services
Jane Street
Nwam
National Asset Management
Authentikos Wealth Advisory
Tucker Asset Management
UBS Group
Pineridge Advisors
Richard W. Paul & Associates
Morgan Stanley

View all funds holding Simplify Exchange Traded Fun