Legacy Investment Solutions »

Simplify Exchange Traded Fun shares owned by Legacy Investment Solutions

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

Historical chart of Legacy Investment Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Legacy Investment Solutions 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 Legacy Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $525k 22k 23.64
2024-12-31 $716k 29k 24.76
2024-09-30 $790k 32k 24.63

More positions owned by Legacy Investment Solutions

Biosig Technologies (STEX)
NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Volatility Shs Tr 2x Ether Etf New (ETHU)
Ishares Tr Ultra Short Dur (ICSH)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Eagle Pt Cr (ECC)
Uscf Etf Tr Gold Strategy (USG)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microstrategy Cl A New (MSTR)

View all positions for Legacy Investment Solutions

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