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Simplify Exchange Traded Fun shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 9.9k 23.51

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
AE Wealth Management
LPL Financial
Envestnet Asset Management
Elevated Capital Advisors
Principal Securities
RiverTree Advisors
VanWeelden Wealth Management
Wedbush Morgan Securities
Owen LaRue
Key Capital Management
CLS Investments
Howard Bailey Securities
Park Edge Advisors
B.O.S.S. Retirement Advisors

View all funds holding Simplify Exchange Traded Fun