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Simplify Exchange Traded Fun shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $362k 15k 23.85
2025-06-30 $518k 22k 23.64
2025-03-31 $1.4M 56k 24.68
2024-12-31 $235k 9.6k 24.54

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View all positions for Private Advisor

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