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Simplify Exchange Traded Fun shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 13k 23.71

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
LPL Financial
Elevated Capital Advisors
RiverTree Advisors
POM Investment Strategies
Wedbush Morgan Securities
Park Edge Advisors
Principal Securities
CLS Investments
Key Capital Management
Envestnet Asset Management
Beacon Capital Management
Howard Bailey Securities
B.O.S.S. Retirement Advisors
FSA Advisors

View all funds holding Simplify Exchange Traded Fun